GM’s AI Battery Play Could Chip Away at China’s Data Center Grip
· Source: tradingview.com
In short
General Motors is repurposing its U.S. battery operations toward grid storage and AI data centers, developing sodium-ion cells with Peak Energy and starting LFP cell production at its Ultium Cells Tennessee plant after a $70 million retooling. The move targets a battery-storage market where the IEA says LFP accounts for roughly 90% of global deployments and China supplied about 60% of new capacity in 2025. GM is also working with Redwood Materials to deploy around 10,000 batteries into energy infrastructure, including at Crusoe’s AI data center in Nevada.
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Tags: batteries, data centers, grid storage, supply chain, energy