Episode
The Data Center Power Crisis Nobody Is Modeling
- Published
- Jun 15, 2026
- Duration seconds
- 573
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Summary
Lucas and Luna dive into a hidden bottleneck in the AI boom: utilities are warning they can't connect new data centers fast enough. With examples from Northern Virginia to Ireland, they look at how this constraint is already pushing AI companies toward edge computing and nuclear-powered co-location. Lucas brings a specific number: one Virginia data center will draw as much power as 200,000 homes by 2028. Luna asks whether the semiconductor bull case fully prices this in — and points out that Micron, up 16 percent this week, may face a different risk than NVIDIA. The conversation lands on a practical investor question: when power becomes the scarcest input in AI, who wins? #DataCenter #AIInfrastructure #PowerGrid #EnergyCrisis #Semiconductors #NVIDIA #Micron #EdgeComputing #NuclearPower #NorthernVirginia #DominionEnergy #IndustrialPolicy #Technology #Investing #AIBottleneck #FexingoBusiness #BusinessPodcast #AIHardware Keep every episode free: buymeacoffee.com/fexingo