The Power Allocation

The Real Reason Data Centers Are Moving Locations


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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 following power geography, not network geography. The next decade of AI infrastructure will be built where grid capacity exists — not where the internet already concentrates.]]>

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The Power AllocationBy Spring Street Management Group