GM thinks EVs can help offset AI’s energy suck with vehicle-to-grid tech
TL;DR
At an event in San Francisco today, General Motors made a series of announcements around EV batteries, energy storage, and grid resiliency in the face of growing electricity demand from AI data centers. The automaker announced that it would be activating new vehicle-to-grid capabilities for its current EV and home energy customers. It's releasing a new commercial energy storage system strategy, anchored by newly developed sodium-ion batteries for industrial-scale grid applications.
Nauti's Take
This is not a cute EV feature. It is infrastructure arbitrage on wheels.
AI builders should pay attention: the bottleneck is shifting from GPU access to power, load management, and local energy deals.
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