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GMBullishIndustry Newsnews

High materiality7/10

GM expands battery strategy into grid storage and AI data centers

Sep 24, 2026, 3:51 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Near-term catalysts include LFP production and sodium-ion progress, plus real-world deployments; longer-term upside from non-auto battery revenue.

AI summary

What happened, with direct paths to the underlying reporting

GM is pivoting from EV batteries to energy storage and data-center infrastructure, testing sodium-ion prototypes with Peak Energy and expanding LFP production through Ultium. A 10,000-battery deployment with Redwood Materials and Crusoe’s Nevada AI data center tests GM's non-auto demand. Long-term impact depends on scale and repeat deployments.

GM expands U.S. battery ops to grid storage and AI data centers, not just EVs.
Peak Energy sodium-ion prototypes for grid storage being developed at Wallace Center.
Ultium Cells started LFP storage cells in Tennessee after a $70M retooling.
IEA notes China dominance in LFP materials and 60% of new storage capacity in 2025.
GM and Redwood Materials to deploy ~10,000 GM batteries into energy infra, testing non-auto use at Crusoe’s Nevada AI data center.

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