Brian Janous, former VP of Energy at Microsoft, discusses how colocation data center operators optimized for real estate and fiber in the 2010s struggle with modern gigawatt-scale power procurement.
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“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.”
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PredictionNot checkable as stated
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AssertionPartly supported
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PredictionNot 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, …”
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PredictionOpen · timeframe Jun 2034
Janus: AEP will not connect 90 gigawatts in next decade
“There's no reason to believe that AEP is going to connect 90 gigawatts in the next 10 years.”
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PredictionNot 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…”
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Opinion
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Brian JanousJun 13, 2024▶ 28:15Under the hood of data center power demand
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