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The Power Allocation

Spring Street Management Group

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روزانه
 
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. W ...
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The Technology Addicts

Avnet Abacus

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ماهیانه
 
Join "The Technology Addicts" podcast by Avnet Abacus, a leading European distributor of cutting-edge tech products. Explore the exciting world of interconnect, passive, electromechanical, power supply, energy storage, wireless & sensor products and solutions with our inspiring interview guests.
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The Data Center Frontier Show

Endeavor Business Media

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هفتگی+
 
Welcome to The Data Center Frontier Show podcast, telling the story of the data center industry and its future. Our podcast is hosted by the editors of Data Center Frontier, who are your guide to the ongoing digital transformation, explaining how next-generation technologies are changing our world, and the critical role the data center industry plays in creating this extraordinary future.
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Catalyst with Shayle Kann

Latitude Media

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Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.
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Data centers are relocating. Not for tax incentives. Not for talent. For power. Virginia's data center corridor consumed 26% of state electricity in 2023. Dominion Energy is struggling to keep pace. Grid stress events and connection delays stretching to years are pushing capital to Texas, Ohio, Indiana, Southeast Asia, and the Nordics. Capital is f…
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Weather forecasting drives billions of economic decisions — from grid operations to evacuation planning. Better forecasting could improve supply chain planning, disaster warnings, and renewable integration. The industry has decades of satellite observations and ground measurements, making it ripe for AI-driven advancements. And it’s already happeni…
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The GPU shortage narrative is fading. The real constraint on AI compute is electricity — and it's not even close. Chip fabrication is scaling — TSMC, Intel, and Samsung are investing billions. But grid capacity doesn't scale like silicon. A single NVIDIA H100 draws 700 watts. AI training clusters now exceed 100 megawatts. Goldman Sachs projects 165…
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The AI boom is not constrained by chips, algorithms, or talent. It's constrained by electricity. Capital is moving accordingly. In this episode, we examine why AI facilities require 50-150 kilowatts per rack versus 10-15 kilowatts for traditional computing, why developers face 5-7 year grid interconnection delays, and how Microsoft and Meta are dep…
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DCF Trends Summit 2025 Session Recap As the data center industry accelerates into an AI-driven expansion cycle, the fundamentals of site selection and investment are being rewritten. In this session from the Data Center Frontier Trends Summit 2025, Ed Socia of datacenterHawk moderated a discussion with Denitza Arguirova of Provident Data Centers, K…
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Demand for turbines is growing fast, but so are lead times — causing serious headaches for developers and even cancellations. In Texas, one of six cancelled projects cited “equipment procurement constraints” as the reasons for its withdrawal. Lead times are stretching to four years and sometimes more. Costs are climbing. So what’s behind the bottle…
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In this episode, we’re joined by Fabien Coutant from Hirose Electric Europe and Marco Enge from Avnet Abacus to explore the hidden heroes of robotics and factory automation: connectors. Together, we unpack why these small components have such a massive impact on uptime, reliability, and long-term system performance – and how smart connector choices…
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In this expert Q&A episode, we explore the ten most frequently asked questions about automation in the All Electric Society. From integrating automation into legacy infrastructure and enhancing cybersecurity to the rise of Edge AI and intelligent power systems, discover how automation enables efficiency, resilience, and innovation across the energy…
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As the data center industry enters the AI era in earnest, incremental upgrades are no longer enough. That was the central message of the Data Center Frontier Trends Summit 2025 session “AI Is the New Normal: Building the AI Factory for Power, Profit, and Scale,” where operators and infrastructure leaders made the case that AI is no longer a special…
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Today virtually all AI compute takes place in centralized data centers, driving the demand for massive power infrastructure. But as workloads shift from training to inference, and AI applications become more latency-sensitive (autonomous vehicles, anyone?), there‘s another pathway: migrating a portion of inference from centralized computing to the …
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As AI workloads push data center infrastructure in both centralized and distributed directions, the industry is rethinking where compute lives, how data moves, and who controls the networks in between. This episode captures highlights from The Distributed Data Frontier: Edge, Interconnection, and the Future of Digital Infrastructure, a panel discus…
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In this episode of the Data Center Frontier Show, DCF Editor in Chief Matt Vincent speaks with Uptime Institute research analyst Max Smolaks about the infrastructure forces reshaping AI data centers from power and racks to cooling, economics, and the question of whether the boom is sustainable. Smolaks unpacks a surprising on-ramp to today’s AI bui…
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As automation grows, Human Machine Interfaces remain vital for ensuring that people stay connected to electrified systems. From intuitive touchscreens and voice control to augmented reality and AI personalisation, HMIs make complex energy networks more accessible, efficient, and secure. With cybersecurity now a core priority, these interfaces are k…
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In this Data Center Frontier Trends Summit 2025 session—moderated by Stu Dyer (CBRE) with panelists Aad den Elzen (Solar Turbines/Caterpillar), Creede Williams (Exigent Energy Partners), and Adam Michaelis (PointOne Data Centers)—the conversation centered on a hard truth of the AI buildout: power is now the limiting factor, and the grid isn’t keepi…
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In this episode, we crack open the world of ILA (In-Line Amplifier) huts, those unassuming shelters are quietly powering fiber connectivity. Like mini utility substations of the fiber world, these small, secure, and distributed facilities keep internet, voice, and data networks running reliably, especially over long distances or in developing areas…
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Big construction projects in the U.S. are notoriously unpredictable, often finishing over budget and behind schedule. Part of the problem is the inherent complexity of these kinds of projects, like data centers and first-of-a-kind plants. But there’s another problem: the companies that actually build these projects — called EPC firms for engineerin…
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In this panel session from the 2025 Data Center Frontier Trends Summit (Aug. 26-28) in Reston, Va., JLL’s Sean Farney moderates a high-energy panel on how the industry is fast-tracking AI capacity in a world of power constraints, grid delays, and record-low vacancy. Under the banner “Scaling AI: The Role of Adaptive Reuse and Power-Rich Sites in GP…
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Recorded live at the 2025 Data Center Frontier Trends Summit in Reston, VA, this panel brings together leading voices from the utility, IPP, and data center worlds to tackle one of the defining issues of the AI era: power. Moderated by Buddy Rizer, Executive Director of Economic Development for Loudoun County, the session features: Jeff Barber, VP …
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Live from the Data Center Frontier Trends Summit 2025 – Reston, VA In this episode, we bring you a featured panel from the Data Center Frontier Trends Summit 2025 (Aug. 26-28), sponsored by Schneider Electric. DCF Editor in Chief Matt Vincent moderates a fast-paced, highly practical conversation on what “AI for good” really looks like inside the mo…
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Edge computing and AI are redefining how data is processed, analysed, and acted upon in the All Electric Society. By bringing intelligence closer to the source, smart grids become faster, more secure, and more autonomous. From fault detection and predictive maintenance to dynamic load balancing, edge intelligence ensures a resilient and efficient e…
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The bottleneck holding back AI is a scarcity of power, or so goes the story. That may be true — and plenty of reporting backs it up — but different actors in the space face varying incentives to play up or play down that narrative. So what incentives are at play, and how do they shape each player's story? In this episode, Shayle talks to Shanu Math…
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On this episode of The Data Center Frontier Show, Editor in Chief Matt Vincent sits down with Rob Campbell, President of Flex Communications, Enterprise & Cloud, and Chris Butler, President of Flex Power, to unpack Flex’s bold new integrated data center platform as unveiled at the 2025 OCP Global Summit. Flex says the AI era has broken traditional …
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Automation is key to balancing energy supply and demand in the All Electric Society. By intelligently managing electricity generation, storage, and consumption, automated systems ensure stability, efficiency, and lower emissions. From active grid management to smart buildings that learn and adapt, automation enables renewable energy to reach its fu…
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Artificial intelligence is completely changing how data centers are built and operated. What used to be relatively stable IT environments are now turning into massive power ecosystems. The main reason is simple — AI workloads need far more computing power, and that means far more energy. We’re already seeing a sharp rise in total power consumption …
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In this episode of the DCF Show podcast, Data Center Frontier Editor in Chief Matt Vincent sits down with Bill Severn, CEO of 1623 Farnam, to explore how the Omaha carrier hotel is becoming a critical aggregation hub for AI, cloud, and regional edge growth. A featured speaker on The Distributed Data Frontier panel at the 2025 DCF Trends Summit, Sev…
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Sensors and connectivity form the foundation of the All Electric Society, enabling real-time data collection that drives smarter, safer, and more efficient energy systems. Through IoT technologies, smart grids, and predictive analytics, the “Internet of Energy” connects producers, consumers, and storage – ensuring optimal performance, reliability, …
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In this Q&A episode, our experts answer the ten most frequently asked questions about digitalisation in the All Electric Society. From digital twins and sensor fusion to edge computing and self-diagnostic technologies, discover how intelligent systems, data, and automation form the foundation of a resilient and efficient energy future. Discover mor…
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In this episode, Matt Vincent, Editor in Chief at Data Frontier is joined by Rob Macchi, Vice President Data Center Solutions at Wesco and they explore how companies can stay ahead of the curve with smarter, more resilient construction strategies. From site selection to integrating emerging technologies, Wesco helps organizations build data centers…
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After years of stalled transmission buildout, there are new signs of progress. Earlier this month, SPP approved $8.6 billion in transmission projects across 14 states. Major plans are emerging in MISO, PJM, and ERCOT. Despite the DOE canceling its loan guarantee, the Grain Belt Express is still moving forward. And regardless of court battles, so is…
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In this episode of the Data Center Frontier Show, we sit down with Ryan Mallory, the newly appointed CEO of Flexential, following a coordinated leadership transition in October from Chris Downie. Mallory outlines Flexential's strategic focus on the AI-driven future, positioning the company at the critical "inference edge" where enterprise CPU meets…
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Across the country, people are asking the same question: why is it so hard to build in America? From transmission lines to clean energy factories, projects are taking longer, costs are rising, and frustration is growing. But in New Mexico, two cabinet secretaries are trying to show that it doesn’t have to be this way. Together, Economic Development…
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On this episode of the Data Center Frontier Show, DartPoints CEO Scott Willis joins Editor in Chief Matt Vincent to discuss why regional data centers are becoming central to the future of AI and digital infrastructure. Fresh off his appearance on the Distributed Edge panel at the 2025 DCF Trends Summit, Willis breaks down how DartPoints is position…
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A few years ago, industry and political leaders embraced hydrogen as a solution to a laundry list of hard-to-abate decarbonization challenges — steel production, ammonia production, and more. But hydrogen failed to come down in costs and policymakers pulled back support. Ultimately, the bubble burst. So what does it take to drive down the costs of …
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In this episode of the Data Center Frontier Show, DCF Editor-in-Chief Matt Vincent speaks with Ed Nichols, President and CEO of Expanse Energy / RRPT Hydro, and Gregory Tarver, Chief Electrical Engineer, about a new kind of hydropower built for the AI era. RRPT Hydro’s piston-driven gravity and buoyancy system generates electricity without dams or …
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Digitalisation is the backbone of the All Electric Society, enabling intelligent, interconnected energy systems that link generation, storage, and consumption. Through data analytics, artificial intelligence, and smart grid technologies, renewable energy can be used efficiently and on demand – ensuring stability, flexibility, and sustainability acr…
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A big problem with using artificial intelligence to discover new materials? It struggles to predict beyond its training data. That means AI might be better at optimizing known materials than discovering entirely new ones — like a room temperature superconductor or carbon-capture sorbents. But since we last covered the topic in September 2024, a few…
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At this year’s Data Center Frontier Trends Summit, Honghai Song, founder of Canyon Magnet Energy, presented his company’s breakthrough superconducting magnet technology during the “6 Moonshot Trends for the 2026 Data Center Frontier” panel—showcasing how high-temperature superconductors (HTS) could reshape both fusion energy and AI data-center powe…
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In this special Q&A episode, our experts tackle the ten most frequently asked questions about electrification in the All Electric Society. From the best cell chemistries and battery safety systems to cooling, vibration resistance, and high-voltage design – this discussion covers the essential technologies shaping the future of sustainable machinery…
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Last Thursday, Energy Secretary Chris Wright directed the Federal Energy Regulatory Commission to consider rulemaking to fast-track interconnection for large loads — as long as they agree to be curtailable or colocate with dispatchable generation. So what does this proposal actually mean for interconnection? In this episode, Shayle talks with Allis…
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Who is Packet Power? Since 2008, Packet Power has been at the forefront of energy and environmental monitoring, pioneering wireless solutions that helped define the modern Internet of Things (IoT). Built on the belief that energy is the new cost frontier of computation, Packet Power enables organizations to understand exactly where, when, and how e…
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In this episode of The Data Center Frontier Show, DCF Editor-in-Chief Matt Vincent talks with Yuval Boger, Chief Commercial Officer at QuEra Computing, about the fast-evolving intersection of quantum and AI-accelerated supercomputing. QuEra, a Boston-based pioneer in neutral-atom quantum computers, recently expanded its $230 million funding round w…
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Electrifying agricultural and construction machinery is one of the toughest challenges on the road to the All Electric Society. High power peaks, extreme conditions, and heavy-duty performance demand advanced batteries, robust power electronics, and intelligent battery management systems. Yet these innovations not only cut CO₂ emissions but also un…
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Matt Vincent, Editor-in-Chief of Data Center Frontier, sits down with Angela Capon, Vice President of Marketing at EdgeConneX, to discuss the groundbreaking collaboration between EdgeConneX and the Duke of Edinburgh's International Award Program.توسط Endeavor Business Media
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We’ve covered AI’s massive power appetite in depth over the past year – with good reason. It’s the driving force behind much of the change and uncertainty in the energy world right now, from the error bars around our demand for electricity to the lineup of technologies vying to meet that demand. In this episode Shayle talks to his colleague Andy Lu…
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As AI reshapes the industrial landscape, companies are questioning whether the grid can keep pace. Permitting delays, transmission constraints, and reliability risks are forcing developers to rethink where power comes from. In this episode, KR Sridhar, CEO of Bloom Energy, lays out a radically different vision. He believes that many data centers wi…
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In this interview, Prof. Jutta Hanson from the VDE discusses the transformation of Europe’s power grids and the challenges of achieving a stable, interconnected, and sustainable energy system. She explains why electrification alone is not enough, why efficiency and digitalisation are crucial, and how automation, flexibility, and standardisation wil…
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Electrifying all areas of society is at the heart of the All Electric Society – a world where renewable energy powers homes, industries, and mobility. From smart cities and efficient heat pumps to electric transport and DC power grids, electrification drives both sustainability and innovation, enabling a carbon-neutral and energy-efficient future. …
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In the climate space, every idea sits somewhere along the hype continuum. Some command outsize attention. Others fly under the radar despite big potential. And a rare few hit the sweet spot, earning exactly the buzz they deserve. But how do you tell which is which? In this episode, Shayle teams up with Akshat Rathi, senior reporter for climate at B…
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Charting the Future of AI Storage Infrastructure In this episode, Solidigm Director of Strategic Planning Brian Jacobosky guides listeners through a tech-forward conversation on how storage infrastructure is helping redefine the AI-era data center. The discussion frames storage as more than just a cost factor; it's also a strategic building block f…
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Jamie Daggett started his career as a mechanical engineer working for cleantech startups in Silicon Valley. But after five startups and three buyouts, Daggett saw the same story repeat itself: good technologies that worked in the lab often died before reaching commercial scale. And often they didn’t fail because the science was wrong; they failed b…
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