The Power Allocation

business, investing · EN

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