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The surge in AI data center electricity demand is catalyzing a strategic pivot for automakers and startups toward stationary energy storage, with market projections indicating a doubling of installations by 2030. This sector is expanding beyond EVs to encompass broader electrification in transportation, manufacturing, and HVAC, creating a new revenue frontier even as EV sales stagnate. While Tesla currently dominates the installed base, the convergence of AI infrastructure growth and industrial electrification is driving significant capital investment and technological diversification, including new sodium-ion chemistries.
Everyone wants a piece of Tesla’s battery business
Electricity demand from AI data centers is pushing everyone — including automakers like GM and Ford — into the energy storage business.
First Tesla, then Ford, and now GM — it seems every automaker wants a slice of the energy storage market. It’s easy to see why. While EV sales have stagnated in the United States, sales of large, stationary batteries have doubled in the past two years. And they show no signs of stopping. Despite incentives being gutted in the One Big Beautiful Bill Act, the Solar Energy Industries Association expects annual installations to exceed 110 GWh per year by 2030, about double what they are today. “There’s a lot of potential for this market,” Kurt…
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