AI Data Center Buildout to Drive Battery Storage Demand, Analysts Say
Hyperscaler data-center growth is accelerating electricity demand, with 600% capex growth expected from 2020 to 2025 and typical sites around 100 MW. A Reuters survey shows energy executives view AI/data centers as a major power challenge, while solar plus storage is seen as the dominant future mix. This sets up a multi-year, scalable opportunity for battery storage (BESS) suppliers as hyperscalers press for firming and 24/7 operation.
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