Power Draw
an SVIN Original
Where AI meets the grid, the rack and the bill.
Coming soon, winter 2026
The premise
Every AI product sits on chips, racks, power contracts and somebody's financing. Power Draw follows that physical layer through the people who build it and pay for it: neocloud operators, chip startups, data center and power developers, and the investors carrying the risk. Each episode takes one constraint, such as power, cooling, interconnect, utilization or financing, and asks what it costs, who is solving it, and what breaks if they don't.
Format
25 to 30 minute filmed conversations, in studio or at the events where the industry meets. Every other week once live.
- Cold open: a moment from the conference floor.
- The constraint: the one bottleneck the episode is about.
- The conversation: the guest, at length.
- The bill: what one unit costs, a GPU hour, a megawatt or a rack, in the guest's own numbers.
- Floor tape: short clips from other people working on the same problem.
Hosted by Keith Koo. Produced by Henry Finn.
Episodes in development
Planned topics. Titles may change.
- Who survives the neocloud shakeout?
- Power is the bottleneck: grid queues, siting and on-site generation
- Keeping expensive GPUs busy
- What a token costs, from chip to API
- The challenger chip playbook
- Light inside the rack: photonics and interconnect
- Financing the build-out
- Sovereign AI clouds
Already on SVIN
Who we want to hear from
Targets. Nobody listed here has been asked or has agreed.
Neocloud and GPU cloud operators, chip and systems startups, data center and power developers, orchestration software teams, infrastructure investors and lenders, and leaders of national AI compute programs.
How we work
Editorial interviews are never paid. We only film people who agree, and guests can review their piece before it publishes. Sponsors buy labeled placement, never an interview, a guest seat or a say over content. A sponsor who also appears as a guest is disclosed on air.
Sponsor this series
Sponsor Power Draw
Placements include title sponsor, presenting runs and single-segment sponsorship. All sponsored placements are labeled on air and on the page. See the options and pricing on our sponsor page.
Sponsorship buys labeled placement. It never buys an interview or editorial control.
Or book 15 minutes: https://cal.com/svin-henry/15min
Suggest a guest
Know someone with a story for Power Draw? Tell us who and why. Appearing is free, we only film people who agree, and guests review their piece before it publishes.
Or book 15 minutes: https://cal.com/svin-henry/15min