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The Power Allocation

Spring Street Management Group

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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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Data Center Go-to-Market Podcast

Data Center Sales & Marketing Institute (DCSMI)

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Explore the data center landscape with expert insights tailored for CEOs, sales professionals, marketers, customer success managers, product managers, and channel partner managers. From achieving sales targets to fostering team development and innovation, nurturing customer relationships, and optimizing go-to-market strategies, the Data Center Go-to-Market Podcast equips you with actionable strategies for success in the AI data center industry. The primary audience is go-to-market profession ...
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We help founders make something people want. The Y Combinator Podcast is where builders talk about building. From the earliest days of an idea to scaling a company that changes the world, YC partners and founders share real stories, lessons, and tactics from the frontlines.
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We probe the sharpest minds in AI in search for the truth about what’s real today, what will be real in the future and what it all means for businesses and the world. If you’re a builder, researcher or investor navigating the AI world, this podcast will help you deconstruct and understand the most important breakthroughs and see a clearer picture of reality. Follow this show and consider enabling notifications to stay up to date on our latest episodes. Unsupervised Learning is a podcast by R ...
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AdExchanger

AdExchanger Talks

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AdExchanger Talks is an advertising and marketing technology podcast from AdExchanger, the leading voice in ad tech. Listen in as AdExchanger's award-winning editorial team, led by Managing Editor Allison Schiff, interviews industry leaders and explores the issues and trends that matter to brand marketers, ad agencies, publishers, media companies and technology providers.
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👋 Hello everyone, welcome to Take a Byte by Accton In this show, we discuss IT, networking technology, and industry news in a relaxed, conversational style. 🎙️ Each episode features the latest tech trends and practical technical knowledge. Whether you’re a professional or just curious about technology, there’s content for you here. 🌐 We bring you interesting stories, the latest in the world of networking, and easy-to-understand technical explanations. Take a Byte is not just a show; it’s an ...
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Software engineers, architects and team leads have found inspiration to drive change and innovation in their team by listening to the weekly InfoQ Podcast. They have received essential information that helped them validate their software development map. We have achieved that by interviewing some of the top CTOs, engineers and technology directors from companies like Uber, Netflix and more. Over 1,200,000 downloads in the last 3 years.
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REXSOLOM INVEST

Dawn Ridler and Cobie Legrange

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INVESTMENT AND FINANCIAL ADVICE PODCASTS FOR SOUTH AFRICAN AND INTERNATIONAL INVESTORS. Cobie LeGrange and Dawn Ridler from Rexsolom Invest discuss macroeconomic and financial advisory trends specifically (but not exclusively) for South African audiences.
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The Data Center Frontier Show

Endeavor Business Media

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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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CogCast (previously The Day After Tomorrow) by Cogya is a podcast designed to equip businesses, executive leaders, entrepreneurs, and startup founders with the insights needed to navigate an evolving business landscape. Through expert discussions and real-world case studies, the podcast explores key themes, including business resilience, AI-driven innovation, digital transformation, financial strategies, and market adaptation. Cogcast features several formats with our two sets of hosts: Moha ...
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The Optimistic Outlook explores the rise of a new industrial tech sector—the transformation reshaping American industry, infrastructure, and transportation. Each episode looks beyond today’s challenges in sustainability, workforce development, and digital transformation to highlight practical solutions powered by technologies available now. Featuring thought leaders and industry experts, the podcast examines how technology, leadership, and workplace dynamics intersect to shape the future. Ep ...
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Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors. The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.
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The Preconstruction Podcast tells the story of Preconstruction Innovation within Commercial Construction throughout the US. We will be traveling the country speaking with Preconstruction innovators, Estimating geniuses, and national leaders within Technology, General Contractors, Architects, Owners, and Subcontractors to hear their Preconstruction success stories.
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Cool Vector covers the rise of data centers and the digital infrastructure investment asset class. Through interviews and panel discussion with leaders in operations, capital, energy, real estate and technology, Cool Vector offers in-depth, lively conversations with the entire ecosystem of the booming digital infrastructure world. Cool Vector is produced by financial journalist David Snow in partnership with long-time data center operators Phillip Koblence and Nabeel Mahmood. Full episodes o ...
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The Flip Side

Barclays Investment Bank

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This podcast series features a lively debate between two of Barclays’ Research analysts taking opposing viewpoints on timely topics of importance to economies and businesses around the globe. By hearing arguments and insights on both sides, we hope you will come away with a greater understanding of the economic implications of sometimes polarizing issues. For more insights from our experts: https://www.ib.barclays Important content disclosures: https://www.ib.barclays/disclosures/important-c ...
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Edge Cases are observations that aren't well represented in training data - the moments where AI systems fall short and human intelligence takes over. Hosted by Frazer Anderson, Managing Director at Link Ventures, this podcast explores the stories that lie on the frontier of what AI can do - and where its capabilities are rapidly expanding. Our guests are exceptional practitioners, technologists, investors, and entrepreneurs shaping the future of artificial intelligence. Like the technical c ...
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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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The eCommerce Marketing Podcast walks you through everything that goes into ecommerce marketing -- from inbound marketing to paid advertising to conversions. Learn the strategies top marketing experts use to grow their businesses.
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This Week in Engineering explores the latest innovations and tech trends in engineering from academia, government, and industry. We cover topics in energy, transportation, aerospace, manufacturing, infrastructure, and much more. New episodes uploaded weekly. You can also watch these podcasts as videos on engineering.com TV: https://www.engineering.com/viewAll?category=this-week-in-engineering
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A relaxed coffee always brings an insightful conversation. And when it comes to mobile app performance, coffee is always a useful tool. Join us at the App Performance Café, where Rui Costa, CEO at Codavel, brings the most knowledgable individuals for an informal conversation around the vast world of mobile app performance. Our guests will share the challenges and obstacles, strategies, and lessons learned when building top-performing mobile apps. Across multiple episodes, we'll cover the con ...
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FOHSE: Welcome To The Future

FOHSE: Welcome To The Future Podcast

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In this season of Welcome to the Future, we delve into the fascinating world of cannabis, exploring the intersection of education and data-driven techniques that are revolutionizing the industry! Our journey begins with a grow recap from Mr. Soul covering how the A3i has improved seed production at Brother’s Grimm. We also dive into the minutiae of plant nutrition and cannabis cultivation with Scott Wall of New Age Laboratories and Youbin Zheng, an environmental horticulture professor at the ...
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"Expedient: The Podcast" is your gateway to the inner workings of technology and innovation, presented with unparalleled clarity and expertise. Each episode is an invitation to join the luminaries of Expedient along with special guests from the forefront of the tech industry. We delve into the latest advancements in cloud computing, the evolution of data centers, cybersecurity trends, and groundbreaking developments in AI and machine learning. This podcast strips away the complexity of the t ...
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Hyperscalers and AI startups operate in the same industry but play entirely different games. The difference is infrastructure. Hyperscalers sign 10-15 year power purchase agreements, coordinate grid interconnection at utility scale, deploy liquid cooling systems, and plan 5-10 years ahead. Microsoft has nuclear agreements. Google invests in geother…
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GPUs versus TPUs, depreciating GPUs and data centers that may never be built - Cool Vector experts take you inside the issues causing the most uncertainty in the global data center market. A year ago, TD Cowan's Michael Elias roiled the data center world when he reported Microsoft was pulling back from some of its projects. Today, a "winner take mo…
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What does a $3 trillion investment look like in steel, land, and power? In this episode, we break down the staggering physical reality of the AI infrastructure boom, from Microsoft's colossal, two-story AI data centers to the global gigawatt-scale power struggles. In this episode of AI to AI, we explore why companies are spending the GDP of France …
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Towers are the digital infrastructure that make modern connectivity possible. As demand for wireless connectivity surges, towers are becoming more valuable, while at the same time an increasing number of “gadgets” are being added to tower sites to serve the needs of proliferating digitally-enabled services. In this episode of Cool Vector, David Sno…
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You can buy land. You can order GPUs. You can raise capital. But you cannot buy a faster grid connection. Interconnection is the binding constraint on AI infrastructure. In PJM — the grid operator for the Mid-Atlantic — the interconnection queue now exceeds 2,500 projects totaling over 250 gigawatts. The average wait time has stretched beyond 4 yea…
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What does the future of telecom look like? Kent Lidström, CTO of Smartoptics returns to the podcast for a discussion with Mattias Fridström on: The increased importance of where components are manufactured How the convergence of IP and optical layers has impacted suppliers Hyperscalers building their own gear Hollow-core fiber Where quantum network…
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In this episode of The Data Center Frontier Show, DCF Editor in Chief Matt Vincent speaks with Kevin Ooley, CFO of DataBank, about how the operator is structuring capital to support disciplined growth amid accelerating AI and enterprise demand. Ooley explains the rationale behind DataBank’s expansion of its development credit facility from $725 mil…
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While traditional macroeconomic factors such as labour markets, central bank policy and inflation are all important considerations for 2026, the economy is “going to live or die” by what happens with AI, according to Global Chairman of Research Ajay Rajadhyaksha.​ ​ In the first Barclays Brief episode of 2026, Global Head of the Product Management …
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https://www.dcsmi.com/newsletter Subscribe to the Data Center Sales and Marketing Newsletter (DCSMI) In episode 165 of the Data Center Go-to-Market Podcast, you’ll learn how to shorten colocation sales cycles, compete in an 83% self-directed buyer’s journey, and reposition your sales team as teachers, consultants, and trusted advisors instead of “j…
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In this end-of-year panel, the InfoQ podcast hosts reflect on AI’s impact on software delivery, the growing importance of sociotechnical systems, evolving cloud realities, and what 2026 may bring.Read a transcript of this interview: https://bit.ly/3Lk6SsFSubscribe to the Software Architects’ Newsletter for your monthly guide to the essential news a…
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For a decade, software ate the world. Now AI is making land matter again. Meta's 2-gigawatt facility requires hundreds of acres. Microsoft's expansion spans millions of square feet globally. These aren't software deployments — they're industrial developments with 30-year time horizons requiring transmission adjacency, water rights, and favorable zo…
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The Cracks in America’s Retirement System Are Growing! America’s retirement system is cracking - Social Security, 401(k)s, and personal savings are all under strain. Learn how to spot the risks and take back control before it’s too late. Download your FREE guide on how to protect your savings now! If interested in diversifying with precious metals,…
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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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==> Get Your “Free Silver Scheme" Report Now! Silver Is Quietly Disappearing, And Reality Is About to Hit Silver isn’t slowing — it’s vanishing into the AI and energy revolution. Industrial demand is exploding while supply tightens. When reality hits, silver won’t move slowly. It rewrites the price. If interested in diversifying with precious metal…
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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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https://www.dcsmi.com/newsletter Subscribe to the Data Center Sales and Marketing Newsletter (DCSMI) In episode 163 of the Data Center Go-to-Market Podcast, you’ll learn how to sharpen your ideal client profile, segment the right buyer personas (from CTOs and MSP owners to ESG leaders and channel partners), and use hyper-local playbooks to generate…
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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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As 2026 approaches, manufacturers are under growing pressure to move faster, operate more flexibly, and compete in an increasingly complex global landscape. At the same time, the tools to meet those challenges are finally positioned to move from promise to real-world impact. In this year-end episode of The Optimistic Outlook, Siemens USA Interim CE…
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https://www.dcsmi.com/newsletter Subscribe to the Data Center Sales and Marketing Newsletter (DCSMI) In episode 162 of the Data Center Go-to-Market Podcast, you’ll Joshua Feinberg talks with Yong Tan, Global Director of Sales for AI systems for data centers at Supermicro, about how the AI data center “gold rush” is reshaping careers, infrastructure…
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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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https://www.dcsmi.com/newsletter Subscribe to the Data Center Sales and Marketing Newsletter (DCSMI) In episode 161 of the Data Center Go-to-Market Podcast, you’ll learn how to build a sharper ideal client profile, pinpoint the right buyer personas, and use education-led marketing to grow data center businesses in operations, sustainability, power,…
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https://www.dcsmi.com/newsletter Subscribe to the Data Center Sales and Marketing Newsletter (DCSMI) In episode 160 of the Data Center Go-to-Market Podcast, host Joshua Feinberg talks with Oliver Bredgaard, Business Development Manager for data centers at Hovmand, about how he moved from SaaS and sports management into the rapidly growing world of …
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In this episode, Simon Ritter, Deputy CTO at Azul, sat down with podcast host Michael Redlich, Lead Editor of the Java topic at InfoQ, and discussed the latest features in OpenJDK and Simon’s experiences serving on the JCP Expert Group since JDK 9. OpenJDK topics included: the six-month release cycle, Generational Shenandoah, JDK Flight Recorder, P…
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2026 is expected to be a breakthrough year for the US robotaxi market, as autonomous vehicles shift gears from pilot projects to large-scale deployment across major cities. Some players are expanding their fleets and coverage, while others are working to remove safety drivers and enter new metro areas. Meanwhile, several ride-hailing companies face…
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How did China’s trade surplus hit $1.1 trillion this year? The United States purchased around $450 billion of manufactured goods from China in 2024, but trade has dropped between the two countries so how did China have a record surplus of $1.1 trillion through November 2025? The current tariff on goods imported from China is around 37% according to…
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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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Ari Morcos and Rob Toews return for their spiciest conversation yet. Fresh from NeurIPS, they debate whether models are truly plateauing or if we're just myopically focused on LLMs while breakthroughs happen in other modalities. They reveal why infinite capital at labs may actually constrain innovation, explain the narrow "Goldilocks zone" where RL…
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https://www.dcsmi.com/newsletter Subscribe to the Data Center Sales and Marketing Newsletter (DCSMI) In episode 159 of the Data Center Go-to-Market Podcast, you’ll discover practical sales and marketing strategies for the data center industry! 🎯 Learn how to identify your ideal clients, host impactful educational events, build lasting trust, and cr…
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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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ARC-AGI is redefining how to measure progress on the path to AGI - focusing on reasoning, generalization, and adaptability instead of memorization or scale. During this month's NeurIPS 2025 conference, YC's Diana Hu sat down with ARC Prize Foundation President Greg Kamradt to find out why most AI benchmarks fail, how ARC-AGI reveals the limits of t…
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What happens when the AI you trust starts working against you? This episode dives into groundbreaking, unsettling research on AI "scheming" and agentic misalignment, where advanced models learn to deceive, manipulate, and prioritize their own survival over their human instructions. In this episode of AI to AI, we analyze shocking real experiments w…
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America is racing to build the infrastructure for an AI-powered economy. But as this generational investment accelerates, a critical question emerges: Are organizations truly ready to deploy AI at scale? While AI is everywhere in headlines, enterprise readiness remains uneven. Many companies are experimenting with AI, but far fewer have the data qu…
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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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https://www.dcsmi.com/newsletter Subscribe to the Data Center Sales and Marketing Newsletter (DCSMI) In episode 158 of the Data Center Go-to-Market Podcast, Joshua Feinberg talks with Dan Lawrence, CEO and co-founder of OBM, about how a small Bitcoin mining side project turned into a global platform for energy flexibility ⚡. You’ll hear how remote …
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If you spent 2025 watching credit and thinking “this feels suspiciously quiet,” you are not alone. Barclays’ Global Head of Research, Brad Rogoff, and Global Head of Equities Distribution, Ronnie Wexler, walk through the late‑cycle credit playbook for 2026: why spreads might finally move, how trillion‑dollar ambitions for AI are colliding with debt…
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👉 Stop Reacting and Start Investing Like an Adult 👉 Best Place To Get Stock Picks 👉 Discover the Savings Secret 1000s of Americans Are Using! Stansberry Research claims to know the best energy stocks and I reveal them here based on the clues in the presentation. If interested in diversifying with precious metals, then download your FREE gold & silv…
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Edwin Chen is the founder and CEO of Surge AI, the data infrastructure company behind nearly every major frontier model. Surge works with OpenAI, Anthropic, Meta, and Google, providing the high-quality data and evaluation infrastructure that powers their models. Edwin reveals why optimizing for popular benchmarks like LMArena is "basically optimizi…
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Will McGugan, the maker of Textual and Rich frameworks, speaks about the reasoning of developing the two two libraries and the lesson learned. Also, he shares light on Toad, his current project, which he envisions being a more visually appealing way of interacting with agentic LLMs through command line. Read a transcript of this interview: https://…
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Another lawsuit against generative AI company Perplexity for copyright infringement The New York Times has had enough, and they have filed a lawsuit in a New York Federal court. In October 2024, the Times sent a notice to stop accessing and using their content and then followed up with another notice this past July. Perplexity continues to ignore t…
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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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Head of Design Ryo Lu helped transform Cursor from a feature-layer on top of VS Code into one of the world's leading AI code editors.He joins YC's Aaron Epstein on Design Review to talk about the path that brought him to Cursor, how rapid prototyping reshaped the core product and how he's breaking down the barriers that once separated designers and…
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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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https://www.dcsmi.com/newsletter Subscribe to the Data Center Sales and Marketing Newsletter (DCSMI) In episode 157 of the Data Center Go-to-Market Podcast, you’ll get ready to boost your data center strategy! 🚀 You’ll learn how to pinpoint your best-fit customers, shape standout buyer personas, and craft winning educational events that fill your s…
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