All Episodes
The Power Allocation — 57 episodes
Europe's 176 Billion Euro Bet
The X-Energy NRC Setback
SMR Costs and the $182 Question
The White House Grid Pledge
Google's Geothermal Expansion
Duke Energy's 4.5 Gigawatt Data Center Portfolio
The 44 Gigawatt Gap
Meta's Billion-Dollar Indiana Campus
Kazakhstan's Gigawatt Ambition
The Real Timeline for Data Center Nuclear
Why Tech Giants Are Buying Nuclear Directly
Long-Duration Storage Changes the Renewables Equation
Fusion's Long Bet on Data Center Power
Geothermal's Quiet Rise in Data Center Power
The NRC Bottleneck for Advanced Nuclear
Westinghouse eVinci and the Truck-Delivered Reactor
NuScale's Pivot to AI Infrastructure
Oklo's Bet on Data Center Nuclear
Micro Reactors Are Coming Faster Than You Think
Heat Recovery Turns Data Centers Into Utilities
The Cabling Bottleneck You Haven't Heard About
15 Reactors Coming Online in 2026
Microgrids Are Becoming Primary Power
Liquid Cooling Hits 40% of AI Data Centers
The Permitting Problem Is Getting Worse
Meta Compute and the 5-Gigawatt Campus
Fuel Cells Just Became a $5 Billion Business
The Copper Crisis No One Is Pricing In
The $690 Billion Capex Arms Race
PJM Just Authorized Redirecting Data Center Power to Homes
Blackwell Changes Everything About Data Center Design
Why Texas Will Have 40 Gigawatts of Data Centers by 2028
The Labor Crisis Threatening the AI Buildout
Natural Gas Is Winning the AI Power Race
Europe Is Losing the Data Center Race
Why SMRs Won't Save Us Until 2030
The Middle East Enters the AI Infrastructure Race
OpenAI Says the Grid Can't Keep Up
The Water Problem No One Wants to Talk About
xAI's $20 Billion Bet on Mississippi
Liquid Cooling Becomes Mandatory
The Political Backlash Against AI Power Demand Is Here
Why Transformers Are the New GPUs
Meta Becomes the Biggest Nuclear Buyer in Big Tech
The Case for Grid-Independent AI Infrastructure
Inside Stargate — The 902-Megawatt Bet on AI Infrastructure
Why Google Just Paid $4.75 Billion for a Power Company
The Time Lag Capital Underestimates in Power Delivery
Why Renewable Power Alone Isn't Enough
Why Utilities Are the Quiet Kingmakers of AI
How Power Pricing Shapes Data Center Geography
Why Grid Interconnection Is the Real Bottleneck
What Hyperscalers Care About That Startups Don't
Why Land Is Back in the AI Equation
The Real Reason Data Centers Are Moving Locations
Why Compute Is Constrained by Electricity, Not Chips
AI Is a Power Problem, Not a Software Problem