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EVs as a Distributed AI Compute Grid

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Created January 1, 2026

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Vehicles as the World’s Largest Distributed AI System Let me start with a simple observation.

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Artificial intelligence is no longer limited by algorithms, talent, or capital.

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It is limited by infrastructure. Specifically, it is limited by power,

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cooling, and deployment speed. We can build better models. We can raise more

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money. But we cannot deploy compute fast enough to keep up with demand.

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That bottleneck is the opportunity. Modern AI requires massive, continuous compute.

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But data centers are slow to permit, expensive to build, and increasingly constrained by grid

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politics and geography. It now takes years to bring meaningful AI capacity online. Every new megawatt

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