The Power Allocation

Bernie Sanders calls for a moratorium on data centers. Ron DeSantis blocks AI expansion. Tom Cotton proposes letting facilities go off-grid. The political battle over AI's power demand has begun.

Show Notes

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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What is The Power Allocation?

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.