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The Power Allocation

The Power Allocation

By: Spring Street Management Group
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About this listen

 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 Economics Personal Finance
Episodes
  • The NRC Bottleneck for Advanced Nuclear

    The NRC Bottleneck for Advanced Nuclear
    Feb 27 2026

    The Nuclear Regulatory Commission's approval process determines when advanced reactors can actually power data centers.

    Key topics covered:

    • ADVANCE Act streamlining licensing for advanced reactors
    • Part 53 performance-based framework expected March 2026
    • NuScale 462 MW approval completed in under two years
    • TerraPower Natrium: first non-light water reactor approval in 50 years

    Related keywords: NRC advanced reactor, ADVANCE Act nuclear, Part 53 framework, nuclear licensing timeline, TerraPower Natrium, SMR regulatory approval

    Brought to you by Spring Street Management Group.]]>
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    3 mins
  • Westinghouse eVinci and the Truck-Delivered Reactor

    Westinghouse eVinci and the Truck-Delivered Reactor
    Feb 26 2026

    The Westinghouse eVinci represents the most radical departure from traditional nuclear architecture—a reactor that fits on a truck and uses passive heat pipe cooling.

    Key topics covered:

    • 5 MW output with 8-year fuel cycle and passive cooling
    • Heat pipe technology eliminating pumps and operator intervention
    • Smaller than a school bus, installable on 2-acre sites
    • Idaho National Laboratory testing scheduled for 2026

    Related keywords: Westinghouse eVinci, microreactor, heat pipe reactor, passive nuclear cooling, truck-delivered reactor, DOE demonstration project

    Brought to you by Spring Street Management Group.]]>
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    3 mins
  • NuScale's Pivot to AI Infrastructure

    NuScale's Pivot to AI Infrastructure
    Feb 25 2026

    NuScale Power is the only company with an NRC-certified small modular reactor design, and it's now targeting AI data centers as its primary market.

    Key topics covered:

    • NRC design certification advantage over competitors
    • VOYGR design: 77 MW per module, scalable to 924 MW
    • ENTRA1-TVA agreement: 6 GW, 72 modules
    • Standard Power: 2 GW for Ohio and Pennsylvania data centers by 2029

    Related keywords: NuScale Power, SMR data centers, VOYGR reactor, ENTRA1 Energy, TVA nuclear agreement, NRC certified reactor

    Brought to you by Spring Street Management Group.]]>
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    3 mins
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