When Brian Janous took charge of Microsoft’s clean energy strategy in 2011, the company’s data center demand was modest. He was measuring new demand in the tens of megawatts.

Over the years, that grew to hundreds of megawatts of new demand as hyperscale computing expanded. And then everything changed in the spring of 2023, with the public launch of ChatGPT 3.5, which ran on Microsoft’s data centers.

“That was the moment that I realized we were going to need a bigger boat. This is a massive leap in a period of like six months – and the amount of time that it takes to actually build infrastructure was measured in years,” said Janous.

Projections show data center energy demand could double in the next couple of years, driven by artificial intelligence. Janous saw the hockey stick growth coming, and he realized the disconnect between how fast AI is moving and how the core input to data centers – electricity supply – is struggling to keep pace.

After decades of flat demand, load forecasts are doubling because of data centers, expanding ports, new manufacturing plants supported by the IRA, and electric cars. 

Janous recently co-founded a company, Cloverleaf Infrastructure, to help utilities unlock grid capacity with grid-enhancing technologies, batteries, and other flexible resources to meet the onslaught of new demand. He also advises LineVision, a dynamic line rating company that is helping expand transmission capacity.

This week: we talk with Janous about why we don't need energy miracles – we need to think creatively about planning, and squeezing more out of the system.

This episode is brought to you by The Big Switch. In a new 5-episode season, we’re digging into the ways batteries are made and asking: what gets mined, traded, and consumed on the road to decarbonization? Listen on Apple podcasts, Spotify, or wherever you get your shows.