Article
Inside Digital Infrastructure: Spring Lane Capital’s Rob Day On Power Strategy, Microgrids, And What It Takes To Win The AI Race
Rob Day, Partner and Co-Founder at Spring Lane Capital, explores how the urgent need for power capacity is fundamentally reshaping data center investment strategy, from the surge in microgrid development to the strategic risks of over-reliance on natural gas. He reveals why the economics of battery-powered microgrids are closer to viability than most realize and shares a practical playbook for developers looking to start consuming power today while building tomorrow's AI infrastructure.
Mintz
