The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
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.”
Janus: Hyperscalers have deprioritized day-one clean power for immediate grid capacity
“You know, if you go back a few years, you know, zero carbon energy day one was really becoming a non-negotiable that, you know, we wanted energy, wanted to be zero carbon. We wanted to have it Done, ready to go when we plug in the data center. I think the, pro…”
Janous: Tech companies' presentation of AI is driving data center backlash
“So I do think the, you know, the tech companies have, you A real issue around how AI has been presented, you know, and that is causing a lot of this backlash as well.”
Janous: On-site power plants make data center community backlash worse
“Do they really want a data center plus a power plant next door? That also seems like not the right solution. Like, I think that's, Worse than a data center connected to the grid.”
Janous: Utilities should require proof of capital for gigawatt grid requests.
“If you're saying you're going to build a gigawatt data center, Or you're holding on to a gigawatt of power in a queue position. At some point, you need to be able to point to billions of dollars of capital that you have access to build out that infrastructure.…”
Janus: Standard 48-Hour Diesel Backup Is Probably a Data Center Relic
“I will say that backup is probably a bit of a relic because when we first started building these data centers, 15 years ago, most of them were relatively small. They were five or 10 megawatts. They were connected at distribution voltage. So the standard was pu…”