The Venture Capital Podcast with Fexingo · 2026-07-28 · 7 min
A new headline warns that data centers on the largest US grid may face temporary power cuts to prevent blackouts. For venture capitalists betting on AI infrastructure, that is a red flag. In this episode, Lucas and Luna explore how power availability is becoming a top-tier diligence item in AI hardware and data center investments. They discuss why VCs are now asking startups for proof of long-term power purchase agreements, how grid constraints are reshaping term sheets, and what the market volatility in NVIDIA and other chip stocks tells us about investor anxiety. Plus, a brief look at how a Saudi prince’s Lucid Motors stake fits into the broader energy-transition picture. This is episode 139 of The Venture Capital Podcast with Fexingo. #VentureCapital #AIInfrastructure #DataCenters #PowerGrid #EnergyTransition #VCInvesting #TermSheets #StartupFunding #NVIDIA #LucidMotors #PJMGrid #AIChips #Business #Technology #FexingoBusiness #BusinessPodcast #VCPodcast #AIDeals Keep every episode free: buymeacoffee.com/fexingo
Other episodes covering the same guests and topics, from across The B2B Podcast Index.
The Race to Build the Next Trillion-Dollar AI Chip CompanyTechSurge: Deep Tech Podcast · on AI infrastructure90 / 100
Joe Yaffe, COO at Cowboy Space, on Whether Data Centers in Space Are CheaperBetween Two COO's with Michael Koenig · on AI infrastructure90 / 100
Bayt’s Rabea Ataya on 26 Years of Building and Why the Old MENA Startup Playbook No Longer WorksFWDstart · on Venture capital86 / 100
The Best of Series Six: The Professional Investment PodcastThe Professional Investment Podcast · on Venture capital81 / 100
He Made It To The NFL. Now He Wants To Prove Himself All Over Again.Catalyst by Camber Creek · on Venture capital74 / 100
Edward Robson - Capital Allocation in TechnologyCloud Returns · on Venture capital68 / 100
How VCs Are Pricing Startup Burn Rate in 202652 / 100Why VCs Are Underwriting Startup Supply Chain ResilienceHow VCs Are Pricing Startup Exits in 2026How VCs Are Valuing Startup Community in 2026How VCs Are Pricing Startup Adaptability in 2026