SPAN turns home electrical capacity into distributed data center

SPAN, via an MCJ newsletter post quoting Arch Rao, has described its XFRA product as a way to turn unused home electrical capacity into a distributed data center.

• Main announcement/action: SPAN’s XFRA uses spare home capacity to create a fleet of small nodes coordinated as a single cloud for AI inference; each node pairs a compute module with a SPAN Panel and includes 16 GPUs, 4 CPUs, 3 terabytes of memory, a heat pump, and a 15 kilowatt-hour battery.
• Background/details: The post says north of 98% of the 200-amp homes SPAN has installed in have about 19 kilowatts of unused conductor capacity; homeowners may lease capacity in exchange for discounted electricity, high-speed internet, and home backup power. The newsletter also references other MCJ portfolio updates, including a $1B Series D for Base Power, $74M for Odyssey Energy Solutions, $46M for Light, $27M for Revoy, $8M seed for Reservoir, and a $500M Pentagon commitment to Phoenix Tailings.