Watt It Takes

Cloverleaf Infrastructure Co-Founder and CCO Brian Janous

7 snips
Sep 25, 2025
Brian Janous, Co-founder and CCO of Cloverleaf Infrastructure, shares insights on the 'watt bit spread'—the gap between electricity costs and computing value. He discusses how Cloverleaf develops 'powered land' to meet the growing demands of data centers by aligning land, utilities, and community support. Janous highlights the importance of stable power agreements and his experiences at Microsoft that shaped his vision. He also critiques recent energy policies and emphasizes the need for renewable resources as economic drivers in local communities.
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INSIGHT

Watt‑Bit Spread Explains The Gap

  • The "watt-bit spread" is the persistent gap between cheap electricity and highly valuable computing output.
  • This gap creates business opportunities for firms that can reliably deliver power to data centers.
INSIGHT

Powered‑Land As A Product

  • Cloverleaf positions itself as a powered‑land developer that merges land, utility agreements, capital, and community support.
  • They sell certainty of power timeline by converting land value into megawatts.
ANECDOTE

ChatGPT Sparked The Idea

  • ChatGPT's rapid improvements revealed to Brian that AI growth is primarily a power problem, not a chips problem.
  • That realization helped seed the idea for Cloverleaf with cofounder Dave Barry.
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