Podcasts

The growth of data centers and the massive amount of power they require is reshaping the energy landscape. Today, I want to zero in on a specific challenge at the heart of it all: the watt bit spread, a phrase coined by this month’s guest. The Watt Bit Spread is the gap between the cost of electricity and the value of computing—computing meaning, the processing power behind AI, cloud services, and digital infrastructure. Bridging that gap is one of the keys to unlocking both data center growth and new power generation.

Power demand from data centers is clearly increasing faster than current electric infrastructure and markets can accommodate. Therefore, data centers and grid operators are exploring one workaround: flexing data center loads during peak demand times. Brian Janous, of Cloverleaf Infrastructure, and Chris Pennington, of Iron Mountain Data Centers, discuss the current opportunities and challenges to data center flexibility.

In this episode of Plugged In, host Chuck Hanna welcomes Brian Janous, Co-founder of Cloverleaf Infrastructure and former leader of Microsoft’s global energy team. They explore the energy sector’s changing dynamics, driven by skyrocketing demand from data centers and a shift in emphasis from buying energy to securing capacity. Janous shares insights from his 25-year career in the power and utilities industry, highlighting the current strain on the grid, the role of utilities, and the importance of building energy resilience.

In this episode, James talks with Brian Janous, Co-Founder and Chief Commercial Officer at Cloverleaf Infrastructure and former Head of Energy at Microsoft. With 25+ years in the utility space — including a decade leading Microsoft’s cloud energy strategy — Brian shares what it was like to scale power procurement during the hyperscale boom and why he founded Cloverleaf to solve the next frontier: grid-aligned power delivery for data centers.

Digital infrastructure has a voracious appetite for energy, but the electric utility industry is filled with apprehension and lacks 'muscle memory' to 'build big things,' according to Brian Janous, co-founder of sustainable energy specialist Cloverleaf Infrastructure, as well as the former head of data center energy for Microsoft.

With over 20 years of experience in the electricity and data center industries, Brian is the perfect person to talk to about the growth in electricity demand being forecasted by North American grid planners as they try to get ahead of several converging trends in the energy space, including the rapid buildout of AI data centers, the onshoring of new industrial capacity, and the introduction of more intermittent sources of energy like wind and solar onto the grid.

Driven by the AI boom, data centers' energy demand could account for 9% of U.S. power generation by 2030, according to the Electric Power Research Institute. That's more than double current usage.

Data centers are an impressive energy success story. Over the last 25 years, internet traffic has climbed more than 500x while data center electricity has remained flat.

On this episode, we speak with Brian Janous, co-founder and chief strategy officer at Cloverleaf Infrastructure. Brian spent 12 years at Microsoft, where he was the company's first ever energy-focused hire, so he has seen the rise of datacenter electricity consumption first hand, and how AI is kicking it up even further.