EVs as a Distributed AI Compute Grid
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Vehicles as the World’s Largest Distributed AI System Let me start with a simple observation.
Artificial intelligence is no longer limited by algorithms, talent, or capital.
It is limited by infrastructure. Specifically, it is limited by power,
cooling, and deployment speed. We can build better models. We can raise more
money. But we cannot deploy compute fast enough to keep up with demand.
That bottleneck is the opportunity. Modern AI requires massive, continuous compute.
But data centers are slow to permit, expensive to build, and increasingly constrained by grid
politics and geography. It now takes years to bring meaningful AI capacity online. Every new megawatt
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