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
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Contact path
Public web form
Booking probability
26%
Guest openness
Selective
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Signup to Generate a PitchThe 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.
Recent episodes include "Europe's 176 Billion Euro Bet" (20 March 2026, 3 minutes), "The X-Energy NRC Setback" (19 March 2026, 3 minutes), and "SMR Costs and the $182 Question" (18 March 2026, 3 minutes).
The Power Allocation publishes roughly daily, with episodes averaging 3 minutes across 64 episodes.
Booking probability for The Power Allocation is 26%, and the host is rated Selective on guests. The Power Allocation requires a Pod Score of 80 or higher. The Power Allocation's contact route on record: public web form.
The strongest fits for The Power Allocation are Electric Power and Business & Management Consulting. The Power Allocation has a business audience.
The Power Allocation is a business podcast with 64 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #50
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...
Episode #53
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...
Episode #56
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...
Episode #49
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...
Episode #54
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...
Episode #55
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...
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...
Episode #49
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...
Episode #56
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...
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...
Episode #50
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...
Episode #52
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...
Episode #57
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...
Episode #54
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...
Episode #52
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...
Episode #52
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. <p>One gigawatt. One campus. That's enough power for...
Episode #48
<p>This episode provides a realistic assessment of when nuclear power will actually reach data centers, broken down by pathway.</p><p>Key topics covered:</p>Reactor restarts (fastest): Three Mile Island 2028, Palisades...
Episode #47
<p>Hyperscalers are no longer waiting for utilities to build nuclear capacity—they're contracting directly with generators and investing billions in new reactor development.</p><p>Key topics covered:</p>Microsoft Three...
<p>Long-duration energy storage is transforming the economics of renewable-powered data centers.</p><p>Key topics covered:</p>Form Energy iron-air batteries: 100+ hour discharge durationChemistry basics: reversible...
Episode #45
<p>Nuclear fusion represents the ultimate clean energy source for data centers—but when will it actually deliver power?</p><p>Key topics covered:</p>Lawrence Livermore ignition milestone: net energy achieved December...
PitchCentric classifies The Power Allocation under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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