GM bets vehicle-to-grid tech can solve AI's power consumption crisis
Source: The Verge
General Motors is positioning EV batteries as distributed power infrastructure to address data centers' surging electricity demand—turning cars into grid assets during idle hours rather than just transportation. AI's computational needs are outpacing utility capacity in major tech hubs, forcing automakers and energy companies to experiment with demand-side solutions instead of waiting for new power generation. If viable at scale, GM gains a new revenue stream and competitive moat in the energy market. If not, it's a distraction from building EVs that consumers want to buy.