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
  • OpenAI Says the Grid Can't Keep Up

    OpenAI Says the Grid Can't Keep Up
    2026/01/27

    OpenAI is publicly warning that the U.S. electrical grid cannot support the pace of AI development. The company estimates the nation needs approximately 100 gigawatts of new generating capacity annually — a buildout rate not seen since post-war electrification.

    Key topics covered:

    • Data center power consumption projected to reach 123 GW by 2035 (up from 4 GW in 2024)
    • Infrastructure bottlenecks: transformers, interconnection queues, transmission permitting
    • Behind-the-meter solutions and on-site generation strategies
    • Stargate, xAI Memphis, and Three Mile Island restart
    • Grid-dependent vs. grid-independent development risk
    • The premium for shovel-ready sites with secured power

    Related keywords: grid capacity, AI power demand, behind-the-meter generation, interconnection queue, data center power, OpenAI infrastructure, Stargate project, utility constraints

    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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    3 分
  • The Water Problem No One Wants to Talk About

    The Water Problem No One Wants to Talk About
    2026/01/26

    A medium-sized data center consumes approximately 110 million gallons of water per year — equivalent to the annual usage of 1,000 households. As AI infrastructure scales, water is emerging as the second binding constraint after electricity, generating community opposition that developers can no longer ignore.

    Key topics covered:

    • U.S. data center water consumption projected to surge to 68 billion gallons annually by 2028
    • Evaporative cooling mechanics and why water doesn't recirculate
    • Site selection tension: energy availability vs. water availability
    • Community pushback and state-level regulatory responses
    • Closed-loop cooling, liquid cooling, and water restoration programs
    • Microsoft, Google, and Meta water-positive commitments

    Related keywords: data center water usage, AI water consumption, evaporative cooling, water-stressed regions, closed-loop cooling, immersion cooling, water positive data centers, sustainability

    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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    6 分
  • xAI's $20 Billion Bet on Mississippi

    xAI's $20 Billion Bet on Mississippi
    2026/01/23
    Elon Musk's xAI just announced the largest private investment in Mississippi history: a $20 billion AI supercomputer facility with 2 gigawatts of power capacity. In this episode of The Power Allocation, we analyze why megascale AI infrastructure is moving to where the electrons are.

    Key topics covered:

    • xAI's $20 billion Mississippi AI training facility
    • Why 2 gigawatts equals the output of two nuclear reactors
    • The Memphis 1 gigawatt cluster — the first of its kind globally
    • Why Mississippi beat Northern Virginia and Silicon Valley for this project
    • xAI's pursuit of direct nuclear power agreements
    • How AI infrastructure capital formation now rivals heavy industry

    Related keywords: xAI Mississippi data center, Elon Musk AI infrastructure, xAI $20 billion investment, Southaven Mississippi data center, xAI Memphis colossus, 2 gigawatt data center, AI supercomputer facility, xAI Series E funding, AI factory power consumption, megascale AI infrastructure, data center site selection

    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
  • Liquid Cooling Becomes Mandatory

    Liquid Cooling Becomes Mandatory
    2026/01/22
    Air cooling can no longer keep up with AI. The data center liquid cooling market is growing at 50% annually and has already captured 46% of the market. In this episode of The Power Allocation, we explain why direct-to-chip and immersion cooling are now mandatory for AI infrastructure.

    Key topics covered:

    • Why AI accelerators generate heat densities air cooling cannot handle
    • The $11 billion liquid cooling market projected by 2030
    • Direct-to-chip vs. immersion cooling technologies
    • NVIDIA's hot water cooling architecture at 45°C
    • Why legacy data centers cannot compete for hyperscaler AI workloads
    • The difference between "AI-ready" marketing and actual AI-capable facilities

    Related keywords: data center liquid cooling, AI chip cooling, direct to chip cooling, immersion cooling data center, NVIDIA liquid cooling, data center thermal management, AI accelerator heat density, data center cooling market, rear door heat exchanger, dielectric fluid cooling, AI-ready data center

    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
  • The Political Backlash Against AI Power Demand Is Here

    The Political Backlash Against AI Power Demand Is Here
    2026/01/21
    The political backlash against AI's power consumption has arrived. Bernie Sanders wants a moratorium on data centers. Ron DeSantis is blocking AI expansion in Florida. And Tom Cotton's DATA Act could let facilities build their own off-grid power. In this episode of The Power Allocation, we map the emerging political fault lines around AI infrastructure.

    Key topics covered:

    • Senator Sanders' call for a data center construction moratorium
    • Governor DeSantis' resistance to AI facility expansion in Florida
    • The DATA Act and its implications for behind-the-meter generation
    • Why AI data centers could consume 5% of U.S. electricity by 2028
    • How regulatory risk is reshaping data center site selection

    Related keywords: data center regulation, AI power consumption politics, Bernie Sanders data center moratorium, DeSantis AI expansion, DATA Act Tom Cotton, data center electricity demand, grid strain AI, data center site selection risk, behind the meter generation, data center political opposition

    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