Hosted by Spring Street Management Group · 🇺🇸 US · EN · 64 episodes
Established thought leaders with verified media credentials.
The AI boom isn't constrained by chips, algorithms, or talent. It's constrained by electricity.The Power Allocation is a daily briefing on AI infrastructure — where capital is actually being deployed. Each episode cuts through the hype to examine the physical realities shaping the AI buildout: power constraints, grid interconnection, land acquisition, data center financing, cooling infrastructure, and utility relationships.This isn't a software podcast. This is an infrastructure podcast.Who it's for: Institutional investors, infrastructure allocators, data center developers, utilities, family offices, and anyone positioning capital for the physical layer of artificial intelligence.What you'll learn:Why power availability — not GPU supply — is the binding constraint on AI computeHow hyperscalers are locking in multi-decade power purchase agreementsWhere data centers are relocating and why grid geography is reshaping the industryThe financing structures turning compute facil
Spring Street Management Group hosts The Power Allocation, a business show with 64 episodes published.
In this episode of The Power Allocation, we analyze the European Data Centre Association's 2026 forecast: 176 billion euros in investment through 2031—and why capacity growth is constrained by grid readiness, not capital
In this episode of The Power Allocation, we examine the Nuclear Regulatory Commission's intervention in Dow and X-energy's four-reactor SMR proposal in Texas—and what financial qualification concerns mean for the broader
In this episode of The Power Allocation, we examine the economics of small modular reactors: current estimates put SMR electricity at around $182 per megawatt hour—roughly three times solar, four times natural gas. The e
In this episode of The Power Allocation, we break down the March 4th White House announcement where seven major hyperscalers—Microsoft, Google, Amazon, and four others—signed a pledge to fund U.S. power grid upgrades spe
In this episode of The Power Allocation, we analyze Google's deal with Ormat Technologies and NV Energy for up to 150 megawatts of new geothermal capacity in Nevada—and why geothermal is emerging as a strategic power sou
In this episode of The Power Allocation, we examine Duke Energy's data center contracts reaching 4.5 gigawatts after signing a deal with Microsoft for large-scale AI complexes in North Carolina—an unprecedented concentra
In this episode of The Power Allocation, we examine the projected 44 gigawatt shortfall in U.S. electricity supply by 2028—driven primarily by AI data center growth—and why closing it requires the largest generation buil
In this episode of The Power Allocation, we break down the March 4th White House announcement where seven major hyperscalers—Microsoft, Google, Amazon, and others—signed a pledge to fund U.S. power grid upgrades specific
In this episode of The Power Allocation, we examine the economic reality of small modular reactors for data centers: current estimates put SMR electricity at around $182 per megawatt hour—roughly three times utility-scal
In this episode of The Power Allocation, we analyze the European Data Centre Association's 2026 forecast projecting 176 billion euros in investment through 2031—and the grid constraints that determine where that capital
In this episode of The Power Allocation, we examine Duke Energy's unprecedented data center portfolio: 4.5 gigawatts of contracted capacity after signing a deal with Microsoft for large-scale AI complexes in North Caroli
In this episode of The Power Allocation, we analyze Meta's groundbreaking on a 1 gigawatt data center campus in Lebanon, Indiana—backed by a $10 billion investment that demonstrates how secondary markets can capture hype
In this episode of The Power Allocation, we analyze Kazakhstan's announcement of Central Asia's largest data center campus in Ekibastuz with up to 1 gigawatt of energy capacity—and what it signals about AI infrastructure
In this episode of The Power Allocation, we analyze Meta's groundbreaking on a 1 gigawatt data center campus in Lebanon, Indiana, backed by a $10 billion investment. One gigawatt. One campus. That's enough power for 750,
In this episode of The Power Allocation, we analyze Meta's groundbreaking on a 1 gigawatt data center campus in Lebanon, Indiana—backed by a $10 billion investment that's reshaping how states compete for hyperscale proje
In this episode of The Power Allocation, we analyze Google's expanding geothermal strategy following their deal with Ormat Technologies and NV Energy for up to 150 megawatts of new geothermal capacity in Nevada. Geotherm
This episode provides a realistic assessment of when nuclear power will actually reach data centers, broken down by pathway. Key topics covered: Reactor restarts (fastest): Three Mile Island 2028, Palisades 2025NuScale c
Hyperscalers are no longer waiting for utilities to build nuclear capacity—they're contracting directly with generators and investing billions in new reactor development. Key topics covered: Microsoft Three Mile Island r
Long-duration energy storage is transforming the economics of renewable-powered data centers. Key topics covered: Form Energy iron-air batteries: 100+ hour discharge durationChemistry basics: reversible rusting process s
Nuclear fusion represents the ultimate clean energy source for data centers—but when will it actually deliver power? Key topics covered: Lawrence Livermore ignition milestone: net energy achieved December 2022$10.6 billi
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The Power Allocation is hosted by Spring Street Management Group. The show is categorised under business (investing) and has published 64 episodes.
The Power Allocation has published 64 episodes.
The Power Allocation regularly covers business, investing. It sits in the business category, with a investing focus.
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