Ep. 247: The Gigawatt Era Is Here: Bill Kleyman on Power, Bravery, and Fearless Curiosity

Bill Kleyman, CEO of Apolo, says the gigawatt era is here, and our industry has to grow up fast. We get into power as a relationship, the new physical security frontline, why every data center is becoming an AI data center, and what bravery actually looks like in this market. Chapters: 00:00 Cold Open: The Energetic Chipmunk on a Barrel of Oil 01:20 Welcome to the Gigawatt Era - Why It Is Already Here 06:31 The Outsider Reaction: When Trillions of Chips Sound Like a Threat 09:06 Listening to the Skeptics: A High School DECA Lesson and a GDC Backstage 23:36 Plant Seeds, Do Not Win Arguments - The Communication Playbook 24:50 Power Is Not a Line Item, It Is a Relationship 32:23 Bravery Defined: Big Decisions With Eyes Wide Open 38:14 Cloud, AI, and the Electrification Moment for Digital Infrastructure 44:02 The New Frontline: Physical Security in the AI Era 54:42 Tools of the Adversary: Drones, Wireless, and What Comes Next 59:38 The Catalyst, the Targets, and the Closing Charge of Fearless Curiosity Links and References: Bill Kleyman on LinkedIn: https://www.linkedin.com/in/billkleyman Apolo (Bill’s company): https://www.apolo.us Bill Kleyman personal site: https://billkleyman.com AFCOM article — "2026: The Gigawatt Era Begins" (Bill’s monthly AFCOM piece referenced at the top of the episode). Read it here AFCOM State of the Data Center 2026 — the 10th-anniversary edition of the report Bill authored. The "human threats overtaking ransomware" and "84% changing physical security" figures both come from this report. AFCOM resources AFCOM forthcoming security article — "The New Frontline: Securing Data Centers in an AI Era," scheduled for AFCOM publication the Friday of the recording week. AFCOM news feed Bastille Networks (referenced for wireless / drone-based facility security): https://bastille.net Volta Grid (referenced for behind-the-meter natural gas generation): https://www.voltagrid.com Schneider Electric Innovation Summit (where Bill heard the 200 GW projection): https://www.se.com/us/en/work/campaign/innovation/summit.jsp NVIDIA GTC 2026 (Jensen Huang trillions-of-chips and 600 kW rack reference): https://www.nvidia.com/gtc Game Developers Conference (GDC) - Bill’s Luminary Stage talk: https://gdconf.com Nomad Futurist (industry talent and education organization Bill is on the board of): https://nomadfuturist.org Infrastructure Masons (where Bill chairs the Education Committee): https://imasons.org AFCOM (where Bill is Data Center World Program Chair): https://afcom.com Thank you for visiting our channel, be sure to Like, Comment, and Subscribe! For more information, go to https://www.QTSDataCenters.com Learn More about QTS Data Centers on the QTS YouTube Channel: https://www.youtube.com/users/qtsdatacenters Think you have a great topic for a podcast or would like to schedule an interview with Dave? Send in your requests to [email protected]