Who makes energy storage for AI data centers
Battery systems that store energy for UPS ride-through, plus larger grid-scale battery energy storage systems (BESS) that a campus can use for peak shaving, load smoothing, or backup at a scale beyond a single UPS.
UPS batteries (7.10) are sized to bridge the short gap until generators (7.13) take over, using li-ion, VRLA, or newer chemistries depending on cost, footprint, and safety requirements. Grid-scale BESS is a different scale of the same underlying technology, sited alongside or near the campus substation (7.01) rather than inside the building, and used for purposes closer to what a utility or independent power producer would use it for: shifting load away from peak grid demand, smoothing the output of an on-site or co-located generation source, or providing a buffer that lets a campus start operating before its full generation or interconnection capacity is complete. Power conversion systems (PCS) and inverters sit between the battery cells and the AC grid or campus distribution in both applications, converting stored DC energy to usable AC power. Because grid-scale BESS is deployed at a scale that draws on the same lithium-ion and battery-materials supply chain as electric vehicles and utility storage, campus buildout competes for cell and pack capacity with those larger markets. For investors, the split between UPS-scale batteries (a mature, well-supplied market) and grid-scale BESS (a newer, faster-growing use case for data centers specifically) matters more than the category as a whole.
AI delta: AI campuses are pairing grid-scale BESS with their interconnection to smooth GPU load swings and to draw down stored energy during peak periods, a use case largely new to data centers rather than inherited from conventional IT backup power.
Companies on this part (0)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|
Li-ion for UPS 7.11a
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| BYD | manufacturer | public | 002594.SZ | 81.42 CNY | +1.6% | inferred | |
| CATL | manufacturer | public | 300750.SZ | 238 CNY | +7.8% | inferred | |
| EnerSys | manufacturer | public | ENS | 166 USD | -1.5% | inferred | |
| LG Energy Solution | manufacturer | public | 373220.KS | 383000 KRW | -1.9% | inferred | |
| Panasonic | manufacturer | public | 6752.T | 3631 JPY | -1.4% | inferred | Energy |
| Saft · unit of TotalEnergies | manufacturer | subsidiary | TTE* | inferred | |||
| Samsung SDI | manufacturer | public | 006400.KS | 490500 KRW | -4.6% | inferred |
NiZn 7.11b
VRLA 7.11c
Sodium-ion 7.11d
Grid-scale BESS 7.11e
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| BYD | manufacturer | public | 002594.SZ | 81.42 CNY | +1.6% | inferred | |
| Eos | manufacturer | public | EOSE | 1.73 USD | +1.8% | disclosed | · source |
| Fluence | manufacturer | public | FLNC | 5.59 USD | -1.4% | disclosed | · source |
| Jupiter Power · unit of BlackRock | manufacturer | subsidiary | BLK* | inferred | |||
| Sungrow | manufacturer | public | 300274.SZ | 72.20 CNY | +2.3% | disclosed | · source |
| Tesla | manufacturer | public | TSLA | 372 USD | -0.3% | inferred | Megapack |
| Wärtsilä | manufacturer | public | WRT1V.HE | 27.23 EUR | -0.1% | disclosed | · source |
| Hithium | manufacturer | private | disclosed | · source | |||
| Power · unit of WSP | manufacturer | private | WSP.TO* | inferred | |||
| Powin | manufacturer | unknown | inferred |
PCS and inverters 7.11f
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Dynapower · unit of Sensata | manufacturer | subsidiary | ST* | inferred | |||
| SMA | manufacturer | public | S92.DE | 47.48 EUR | -5.0% | inferred | |
| Sungrow | manufacturer | public | 300274.SZ | 72.20 CNY | +2.3% | inferred | |
| EPC | manufacturer | private | inferred | Power | |||
| Power · unit of WSP | manufacturer | private | WSP.TO* | inferred | Electronics |
Nearby parts
- Children: Li-ion for UPS, NiZn, VRLA, Sodium-ion, Grid-scale BESS, PCS and inverters
- Previous in layer: UPS (static, modular, rotary/DRUPS) & UPS power semis
- Next in layer: Power smoothing / supercapacitors
- Layer: Layer 7 — Electrical: power distribution (grid to rack)
From the blog
Watch
Independent videos — no affiliation; nothing loads from YouTube until you click.
Latest feed
- AIDC launches Taiwan's largest industrial microgrid with 9MW/54MWh energy storage capacity — DigiTimes, 2026-10-24AIDC inaugurated a 9MW/54MWh large-scale microgrid system in Taichung, marking it as Taiwan's largest industrial behind-the-meter energy storage microgrid.
- Battery power: On — Data Center Dynamics, 2026-10-23The article prompts discussion on advanced energy strategies needed to meet data center demand exceeding current grid capacity.
- Sponsored: Rethinking power infrastructure to scale AI data centers — Data Center Dynamics, 2026-10-23ABB suggests that rethinking data center power infrastructure could solve scaling challenges in the AI industry.
- [AI Infrastructure Insight] How AI infrastructure will be designed for the future — newsroom:sk-hynix, 2026-10-22Effective real-world AI application requires improvements across faster compute, wider memory bandwidth, higher-performance networking, better storage, and more stable power infrastructure.
- Tata Power eyes 2.8GW of generation, transmission, and distribution for Indian data center sector — Data Center Dynamics, 2026-10-21Tata Power plans to secure significant generation, transmission, and distribution capacity for the burgeoning Indian data center industry.
- Hitachi Energy teams up with Ansaldo to develop integrated power solutions for data center sector and grid — Data Center Dynamics, 2026-10-21Hitachi Energy and Ansaldo have formed a collaboration to develop integrated power solutions specifically for the data center sector and the broader electrical grid.
- SpaceX pushes AI scaling into industrial realm as power equipment becomes limiting factor — DigiTimes, 2026-10-21The rapid scaling of AI infrastructure is being constrained by the availability of electrical capacity, cooling solutions, and necessary compute hardware.
- Georgia electric cooperative plans 50-MW home battery deployment — Utility Dive, 2026-10-20The cooperative plans to deploy 50-MW home batteries to mitigate system peaks and energy costs in response to demands from hyperscale data centers.
- Virginia governor seeks 6-year rate freeze if Dominion-NextEra merger is approved — Utility Dive, 2026-10-20The governor suggested a rate freeze conditional on the Dominion-NextEra merger and proposed adjustments to Dominion's debt structure.
- LS Power COO sees sweeping power sector investing needs: gas, renewables, transmission and more — Utility Dive, 2026-10-20LS Power's COO stated that current demand growth is substantial and that the supply side of the power infrastructure, including gas, renewables, and transmission, requires significant time to meet market needs.
Questions about energy storage: UPS batteries & BESS
- What are energy storage: UPS batteries & BESS?
- Battery systems that store energy for UPS ride-through, plus larger grid-scale battery energy storage systems (BESS) that a campus can use for peak shaving, load smoothing, or backup at a scale beyond a single UPS.
- How does AI change demand for energy storage: UPS batteries & BESS?
- AI campuses are pairing grid-scale BESS with their interconnection to smooth GPU load swings and to draw down stored energy during peak periods, a use case largely new to data centers rather than inherited from conventional IT backup power.
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON