Spring Street Management Group
The Power Allocation
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.
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