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Content provided by Latitude Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Latitude Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Explaining the ‘Watt-Bit Spread’
Manage episode 498776787 series 3001880
Content provided by Latitude Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Latitude Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Editor’s note: The uncertainties of data center construction — like when, where, and how much to build — are as pressing as ever. So we’re revisiting a conversation with Brian Janous, co-founder and chief commercial officer at data center developer Cloverleaf Infrastructure. In this episode, he explains his theory of the ‘Watt-Bit Spread’, which offers insightful heuristics for understanding how data centers are driving change in the power sector.
Every data center company is after one thing right now: power. Electricity used to be an afterthought in data center construction, but in the AI arms race access to power has become critical because more electrons means more powerful AI models.
But how and when these companies will get those electrons is unclear. Utilities have been inundated with new load requests, and it takes time to build new capacity.
Given these uncertainties, how do data center companies make the high-stakes decisions about how much to build? How sustainable is the rate of construction? And how much will these data center companies pay for electricity?
In this episode, Shayle talks to Brian Janous, co-founder and chief commercial officer at data center developer Cloverleaf Infrastructure. Brian recently explained how he thinks about these questions in a LinkedIn post titled “The Watt-Bit Spread,” which argues that the value of watts is incredibly high right now, and the cost of those watts is too low. Shayle and Brian cover topics like:
The unclear data center demand and high costs that are making data center companies hesitant to build
How the skills required for data center development have shifted from real estate and fiber to energy
Why higher power prices are needed to incentivize new generation
Potential solutions for better pricing electricity and speeding up the construction of new generation
Recommended resources
Latitude Media: AES exec on data center load: 'It's like nothing we’ve ever seen'
Latitude Media: Mapping the data center power demand problem, in three charts
Latitude Media: Are we thinking about the data center energy problem in the right ways?
Catalyst: Can chip efficiency slow AI's energy demand?
Catalyst: Under the hood of data center power demand
Sequoia Capital: AI’s $600B Question
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor.
Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude.
Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com.
Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.
208 episodes
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Manage episode 498776787 series 3001880
Content provided by Latitude Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Latitude Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Editor’s note: The uncertainties of data center construction — like when, where, and how much to build — are as pressing as ever. So we’re revisiting a conversation with Brian Janous, co-founder and chief commercial officer at data center developer Cloverleaf Infrastructure. In this episode, he explains his theory of the ‘Watt-Bit Spread’, which offers insightful heuristics for understanding how data centers are driving change in the power sector.
Every data center company is after one thing right now: power. Electricity used to be an afterthought in data center construction, but in the AI arms race access to power has become critical because more electrons means more powerful AI models.
But how and when these companies will get those electrons is unclear. Utilities have been inundated with new load requests, and it takes time to build new capacity.
Given these uncertainties, how do data center companies make the high-stakes decisions about how much to build? How sustainable is the rate of construction? And how much will these data center companies pay for electricity?
In this episode, Shayle talks to Brian Janous, co-founder and chief commercial officer at data center developer Cloverleaf Infrastructure. Brian recently explained how he thinks about these questions in a LinkedIn post titled “The Watt-Bit Spread,” which argues that the value of watts is incredibly high right now, and the cost of those watts is too low. Shayle and Brian cover topics like:
The unclear data center demand and high costs that are making data center companies hesitant to build
How the skills required for data center development have shifted from real estate and fiber to energy
Why higher power prices are needed to incentivize new generation
Potential solutions for better pricing electricity and speeding up the construction of new generation
Recommended resources
Latitude Media: AES exec on data center load: 'It's like nothing we’ve ever seen'
Latitude Media: Mapping the data center power demand problem, in three charts
Latitude Media: Are we thinking about the data center energy problem in the right ways?
Catalyst: Can chip efficiency slow AI's energy demand?
Catalyst: Under the hood of data center power demand
Sequoia Capital: AI’s $600B Question
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor.
Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude.
Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com.
Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.
208 episodes
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Similar to Catalyst with Shayle Kann
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
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continue reading
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
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continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
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continue reading
The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
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WSJ’s Bold Names brings you conversations with the leaders of the bold-named companies featured in the pages of The Wall Street Journal. Hosts Tim Higgins and Christopher Mims speak to CEOs and business leaders in interviews that challenge conventional wisdom and take you inside the decisions being made in the C-suite and beyond.
…
continue reading
Tom Merritt and the team help you stay up to date with an independent, authoritative and trustworthy tech news briefing. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
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continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
1
Defensive Security Podcast - Malware, Hacking, Cyber Security & Infosec
Jerry Bell and Andrew Kalat
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Defensive Security is a weekly information security podcast which reviews recent high profile cyber security breaches, data breaches, malware infections and intrusions to identify lessons that we can learn and apply to the organizations we protect.
…
continue reading
Every Friday and Sunday, Slate’s popular daily news podcast What Next brings you TBD, a clear-eyed look into the future. From fake news to fake meat, algorithms to augmented reality, Lizzie O’Leary is your guide to the tech industry and the world it’s creating for us to live in.
…
continue reading
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