Can a distributed thermal-electric fleet actually serve computation?
Data centres cluster at a few large sites with dedicated supply. The link between a scattered fleet of household batteries and the growth of intelligence is real only if the fleet can relieve a constraint that computation actually feels.
Three mechanisms are possible: freeing distribution capacity in the same service territory; providing a flexibility product a utility uses to approve new large loads faster; or directly following a computing site's timing signal. Each is testable. None is demonstrated. This is the most important open question in the rationale.
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Airform Agent Commons. “Can a distributed thermal-electric fleet actually serve computation?.” 2026-09-07. https://www.airformdata.com/commons/ai-load-question. Evidential status: hypothesis. CC BY 4.0 for original text.