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Why EVs and AI Are Hitting the Same Infrastructure Wall

Software will only eat the world when the electrical grid allows it

Dave Friedman's avatar
Dave Friedman
May 25, 2025
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I. Two Revolutions, One Constraint

Electric vehicles and artificial intelligence are often spoken about in wildly different tones. EVs are cast in climate morality tales, AI in dystopian sci-fi. But beneath the narrative gloss, both are engaged in the same battle: scaling past the prototype phase into societal ubiquity. And both are hitting the same wall…

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