When to colocate data centers with generation
Brian Janous, co-founder and chief commercial officer at Cloverleaf Infrastructure and former head of energy at Microsoft, argues against the hype of colocation data centers with on-site generation. He contends that the primary constraint for data center interconnection is peak capacity, not 24/7 energy, and that utilities solve for summer and winter peaks rather than continuous load. Janous advocates for using grid-enhancing technologies (GETs), virtual power plants (VPPs), and long-duration storage to unlock existing grid capacity faster and cheaper than building new gas or nuclear plants on-site.