GM enters energy storage market with sodium-ion batteries for AI data centers and grid applications
By
Tim De Chant
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Summary
GM has announced plans to enter the energy storage market with a new sodium-ion battery chemistry, targeting applications in AI data centers, grid storage, and its own factories. This follows similar moves by Redwood Materials and Ford, as the automotive industry increasingly pivots to repurpose battery technology for the booming energy demands of AI infrastructure. GM's approach is notably more ambitious, involving the development of entirely new battery chemistry rather than just repurposing existing EV batteries.
Key quotes
· 3 pulledGM unveiled on Tuesday two new phases in its attack on the energy storage market.
The race to secure power for AI data centers has spilled over into some unusual places, including the automotive world.
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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