516 Andrew Sjoquist: How the Future of Business Sits Between Energy and AI

Andrew Sjoquist is building a business at the intersection of two massive shifts: energy and AI infrastructure.

Australia wastes an estimated 7.2 terawatt hours of renewable energy every year due to grid constraints. At the same time, demand for data centres is exploding, driven by AI, cloud computing, and digital  .

WinDC is turning that inefficiency into opportunity.

Instead of building traditional, multi-year data centre projects in capital cities, they deploy modular, shipping container-sized data centres directly next to wind and solar farms. These units can be live in as little as 90 days, using stranded energy that would otherwise go to waste.

This isn’t just an energy play. It’s a structural shift in where and how digital infrastructure gets built.

Topics we cover:

• Why wasted renewable energy is becoming a commercial opportunity, not just a policy problem
• How modular data centres dramatically reduce build time, cost, and risk
• The growing demand for high-density compute (AI) and why traditional infrastructure can’t keep up
• Why waterless cooling unlocks deployment in remote and harsh environments
• Australia’s strategic position in the global race for AI infrastructure
• The fundamental shift: data centres moving to energy sources, not population centres

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