Prediction Open AI assessment confidence: 90% certainty 4/5 debate potential 3/5

Janus: AEP will not connect 90 gigawatts in next decade

Brian Janous · Under the hood of data center power demand · Jun 13, 2024 · at 13:35

Former Microsoft energy executive Brian Janus discusses whether utility interconnection queue numbers reflect real power demand from data center developers.

0:00 / 0:04exact quote · 4.2s
720p mp4 · rendered on demand · StarZero watermark
“There's no reason to believe that AEP is going to connect 90 gigawatts in the next 10 years.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Brian Janous

Prediction Not checkable as stated
Behind-the-meter nuclear data centers have no credible case for decades
“I don't think there's a credible argument for behind the meter nuclear at a data center in the near future. And by near future, I mean, The next couple of decades.”
Brian Janous Sep 12, 2025 ▶ 35:44 When to colocate data centers with generation
Assertion Partly supported
Solar and batteries have killed Texas's $9,000 per megawatt-hour price spikes
“The only argument, you know, you ever had for building something like a baseload generator in Texas is that sometimes the price would go to 5000 or 9000 dollars a megawatt hour, but with the massive amounts of solar and storage coming out of the grid, which yo…”
Brian Janous Sep 12, 2025 ▶ 15:33 When to colocate data centers with generation
Opinion
Janous: Traditional colocation data centers lack the energy talent for AI.
“And those companies that, that filled the gap in the last era are really not particularly well equipped, equipped to fill it in this era because the depth of energy talent at those companies is actually quite thin.”
Brian Janous Dec 5, 2024 ▶ 9:41 Explaining the 'Watt-Bit Spread'
Prediction Not checkable as stated
Janous: Compute demand will exceed available power supply through 2030.
“It's possible, though I suspect that given the, my fundamental belief is that the demand for compute, let's just say through twenty-thirty, will exceed the available power in the market. And therefore, the marginal value of the next watt or gigawatt, frankly, …”
Brian Janous Dec 5, 2024 ▶ 23:47 Explaining the 'Watt-Bit Spread'
Prediction Not checkable as stated
Janus: AI Training Loads Will Not Run as Intermittent Renewable-Following Workloads
“So I think it's a little bit overblown to say, and I think this is also true of Something like the conversation around crypto, but that these are highly curtailable loads that you could just, you know, attach a training model to a wind farm and only run it, yo…”
Brian Janous Jun 13, 2024 ▶ 22:39 Under the hood of data center power demand
Opinion
Janus: Powering Gigawatt-Scale Data Centers with Solar and Storage Is Not Feasible
“You're not going to put solar in storage to supply a 500 to gigawatt, 500 megawatt to gigawatt scale data center. I mean, it's just not feasible.”
Brian Janous Jun 13, 2024 ▶ 28:15 Under the hood of data center power demand
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.