The best AI investment might be in energy tech
Power has become one of the biggest bottlenecks in rolling out new AI data centers. That’s creating an opening for investors.
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Crusoe makes big battery buys for its data centers
Form Energy and Redwood Materials both received orders from the data center developer.
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Form Energy raises $750M to build more 100-hour batteries for the grid
Form Energy has landed Google and Crusoe as customers. Now, it has raised $750 million to expand manufacturing to deliver its massive, 100-hour batteries.
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GM joins race to build batteries for AI data centers and the grid
GM is developing an entirely new sodium-ion battery chemistry for use in everything from data centers to its own factories.
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Why 2 SpaceX alumni are betting on solar and batteries to power the AI craze
Ambrosia Energy wants to build power plants in less than 12 months while undercutting natural gas. It hopes to build gigawatts’ worth by 2030.
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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.
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a16z-backed Base Power is offering cheaper electricity to the power grid that needs it most
Base Power is skipping the PJM’s troubled interconnection queue by placing its batteries at people’s homes, offering backup services in exchange.
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Even Honda is pivoting to data centers
Honda wants in on the lucrative energy storage market. This week it began producing batteries destined for data centers, not driveways.
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Google’s biggest clean power project is 40 miles north of xAI’s unpermitted gas power plant
Google’s biggest solar and battery project stands in sharp contrast with xAI’s nearby unpermitted power plant.
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Base Power raises another $1B to save the grid using backyard batteries
Base Power’s $1 billion round will help the startup ramp production of its home batteries.
