Electricity demand from AI data centers is pushing everyone — including automakers like GM and Ford — into the energy storage business.

Ambrosia Energy wants to build power plants in less than 12 months while undercutting natural gas. It hopes to build gigawatts' worth by 2030.

GM is developing an entirely new sodium-ion battery chemistry for use in everything from data centers to its own factories.

Thousands of electric vehicles in Waymo’s autonomous robotaxi fleet may eventually give up their used batteries for a very different purpose—contributing up to hundreds of megawatt-hours of stationary energy storage to local power grids.

That prospect comes from a “strategic supply agreement” announced by Waymo and B2U Storage Solutions on June 4. B2U has been repurposing thousands of used batteries from various electric vehicles by installing them in large stationary energy storage projects. Such energy storage facilities can capture excess renewable energy during low demand periods and release such energy when local power grids are experiencing peak demand periods.

“Our business is getting the full residual value out of electric vehicle batteries after they're no longer suitable for automotive use,” Freeman Hall, CEO of B2U Storage Solution, told Ars. “Waymo puts a lot of miles on EVs and their model is expanding rapidly, and so we're just very pleased and honored to be able to work with them.”

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How to change the energy market from within. Plus: Is Iran Trump’s Vietnam?

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© Illustration: Guardian Design

© Illustration: Guardian Design

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© Composite: Getty Images

© Composite: Getty Images

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© Composite: Guardian