『The Power Allocation』のカバーアート

The Power Allocation

The Power Allocation

著者： Spring Street Management Group
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概要

 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.© 2026 Spring Street Management Group 個人ファイナンス 経済学
エピソード
  • Europe Is Losing the Data Center Race

    Europe Is Losing the Data Center Race
    2026/01/30

    Traditional European data center hubs face power shortages, land constraints, and regulatory complexity that are pushing new AI development elsewhere. The infrastructure Europe built for the cloud era may not serve the AI era.

    Key topics covered:

    • Dublin, Amsterdam, Frankfurt: structural constraints on new development
    • Google's €5.5 billion Germany investment struggling to find power
    • Asia-Pacific growth: 32 GW to 57 GW by 2030
    • EU sustainability regulations and compliance friction
    • Nordic exceptions: Sweden, Finland, Norway as alternative hubs
    • Capital flowing to Texas, Mississippi, Abu Dhabi, Singapore

    Related keywords: Europe data centers, Dublin grid constraints, Frankfurt data center, EU data center regulations, Nordic data centers, AI infrastructure Europe, data center site selection, hyperscale capacity

    The Power Allocation is brought to you by Spring Street Management Group — translating AI and data center hype into real infrastructure and assets.
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    4 分
  • Why SMRs Won't Save Us Until 2030

    Why SMRs Won't Save Us Until 2030
    2026/01/29

    Small modular reactors have become the energy solution every AI company wants to talk about. But the timeline reality is stark: the earliest SMR-powered data centers won't come online until late 2027 at the absolute earliest, with more realistic estimates pointing to 2030 or beyond.

    Key topics covered:

    • Hyperscaler nuclear deals: Meta/Oklo, Amazon/X-energy, Microsoft/Constellation, Google/Kairos
    • Actual SMR timelines: Oklo Aurora (2028), TerraPower Natrium (2030), Kairos/Google (2030)
    • NuScale's cancelled Utah project and lessons learned
    • First-of-a-kind nuclear: regulatory review, financing, and execution risk
    • The timing mismatch between AI demand growth and SMR availability
    • What fills the gap: natural gas, grid power, and existing nuclear restarts

    Related keywords: small modular reactors, SMR data centers, Oklo, NuScale, TerraPower, Kairos Power, nuclear energy AI, Three Mile Island restart, baseload generation

    The Power Allocation is brought to you by Spring Street Management Group — translating AI and data center hype into real infrastructure and assets.
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    4 分
  • The Middle East Enters the AI Infrastructure Race

    The Middle East Enters the AI Infrastructure Race
    2026/01/28

    AI data center investments across the Gulf Cooperation Council countries are projected to exceed $5 billion in 2026. The Middle East has entered the AI infrastructure race with structural advantages that constrained Western markets cannot match.

    Key topics covered:

    • Saudi Arabia's Humain: $1.2 billion for 250 megawatts of AI capacity
    • OpenAI Stargate UAE: 200MW first phase of a 1 gigawatt cluster
    • Sovereign wealth funds and patient capital at infrastructure scale
    • Fast-track permitting and abundant cheap energy
    • Vision 2030 and national AI strategies as industrial policy
    • EMEA projected to add 13 GW by 2030 — Gulf taking share from Europe

    Related keywords: Middle East data centers, GCC AI investment, Saudi Arabia Humain, Stargate UAE, Abu Dhabi data center, sovereign wealth funds, Vision 2030, international AI infrastructure

    The Power Allocation is brought to you by Spring Street Management Group — translating AI and data center hype into real infrastructure and assets.
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    5 分
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