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The AI grid rewrites the value chain

Tong Kooi Ong + Asia Analytica
Tong Kooi Ong + Asia Analytica • 8 min read
The AI grid rewrites the value chain
If we truly believe that AI will become ubiquitous, woven into the fabric of our everyday lives, then compute must necessarily be just as pervasive to ensure it is available on demand. Photo: Unsplash
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As deployment of artificial intelligence continues to scale and the demand for compute surges, coordination becomes the key challenge. Specifically: how to allocate constrained computing resources efficiently and at scale.

The AI grid is an emerging framework designed to address this challenge by applying industrial logic to the organisation of compute resources. If we truly believe that AI will become ubiquitous, woven into the fabric of our everyday lives, then compute must necessarily be just as pervasive to ensure it is available on demand. The core vision of the AI grid is to unify today’s fragmented compute landscape into a single network — enabling data, models, agents and workloads to move seamlessly across the infrastructure within.

The grid builds on the existing telecom backbone. In its current conception (see Diagram 1), it seeks to leverage existing network assets — including the central offices and regional points of presence that support today’s voice, data and internet traffic — as a distributed compute fabric for AI. These sites can be progressively enhanced to support lightweight inference capabilities alongside existing network functions. In aggregate, this footprint of network assets represents a substantial pool of latent power, with estimates suggesting more than 100gw of compute capacity embedded within existing networks.

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