Episode notes
Data centers have access to plenty of power, but it's often stranded rather than put to use, says Ken Sullivan, co-founder and CEO of Bay Compute. "Power is the bottleneck to AI growth," Sullivan says. "A lot of the 'colos' and data centers are operating at 30, 40, 50% average power utilization." Sullivan lays out how the shift toward AI inference is intensifying the power problem, why colocation operators are now being forced to optimize infrastructure they've never had to think about before, and why he believes the industry's component-by-component fixes are hitting diminishing returns.…
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Cool Vector
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 boomi
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E58 · 24 Jun 2026 · 10 min
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