The Power Allocation

Nuclear will power data centers. The question is when. Here's the realistic assessment of timelines by pathway.

Show Notes

This episode provides a realistic assessment of when nuclear power will actually reach data centers, broken down by pathway.
Key topics covered:
  • Reactor restarts (fastest): Three Mile Island 2028, Palisades 2025
  • NuScale certified SMRs: 2028-2030 first deployments
  • Advanced designs (Oklo, Kairos, X-energy): 2030+ commercial operation
  • Micro reactors: fast construction once NRC certified
Related keywords: nuclear timeline data centers, reactor restart timeline, SMR deployment schedule, advanced nuclear 2030, data center power planning
Brought to you by Spring Street Management Group.]]>

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.

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