The Power Allocation
- No. of episodes
- 64
- Latest episode
- 2026-03-20
Where can you listen?
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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 compute
How hyperscalers are locking in multi-decade power purchase agreements
Where data centers are relocating and why grid geography is reshaping the industry
The financing structures turning compute facilities into bond-like assets
What execution timelines, permitting delays, and interconnection queues mean for capital deployment
Format: 3-6 minute episodes. Dense. Clear. No hype.
New episodes daily. Subscribe wherever you listen.