#Energy Storage

SES AI once partnered with GM, Hyundai, and Honda to build next-gen EV batteries. Now it's pivoting to AI-powered materials discovery. What does this tell us about the future of Western energy manufacturing?

While Tesla grabs headlines with Cybercabs and humanoid robots, the company's actual future lies in massive Megapack batteries powering AI's energy hunger. Inside Musk's quiet pivot to energy dominance.

UCLA researchers revive Thomas Edison's nickel-iron battery concept with modern nanotechnology, potentially solving renewable energy storage challenges that stumped the grid for decades.

Google's billion-dollar bet on Form Energy's 100-hour iron-air battery isn't just about powering data centers—it's reshaping how we think about energy storage in the AI era.

Tesla sold $430M worth of Megapacks to Musk's xAI in 2025, representing 3.4% of energy revenue amid conflict of interest concerns and legal battles

Tesla's 2025 profits fell 45% due to declining EV sales, but energy storage business delivered record growth with 48% increase in deployments

China's battery storage installations hit a record 174.19 GWh in 2025, more than triple North America's capacity. The gap is expected to widen further in 2026.