"Balancing AI Energy Demand: Electric Utilities' Green Solutions"

The surge in demand for electricity, particularly from AI datacenters, is posing a challenge for utilities in the US. Brian Janous, co-founder and chief strategy officer at Cloverleaf Infrastructure and former energy-focused hire at Microsoft, discusses the implications of this growth and how utilities can meet the increasing demand. The conversation includes considerations such as building more gas plants, optimizing existing infrastructure, the politics of AI datacenters, and the impact on the net-zero commitments of major tech companies.