AI Inference as Relocatable Electricity Demand: A Latency-Constrained Energy-Geography Framework

arXiv:2604.27855v1 Announce Type: cross Abstract: AI inference is becoming a persistent and geographically distributed source of electricity demand. Unlike many traditional electrical loads, inference workloads can sometimes be executed away from the user-facing service location, provided that latency, state locality, capacity, and regulatory constraints remain acceptable. This paper studies when such digital relocation of computation can be interpreted as latency-constrained relocation of elect