Every story tagged Energy Storage, curated for CIOs and IT leaders — ranked by source credibility, engagement, and freshness.
7 stories · open in the command center
Base Power has secured $1B in Series D funding to scale its distributed residential battery storage model, which now stores over 500 megawatt-hours and installs 100+ batteries daily—directly addressing critical grid strain from AI data center expansion and electrification demand. The subscription-based model (rather than large upfront capital costs) combined with utility partnerships positions distributed energy resources as a strategic infrastructure solution that reduces grid dependency and creates new revenue streams from demand-response services. IT leaders should recognize that grid reliability is becoming a foundational dependency for data center operations and enterprise digital infrastructure, making energy resilience partnerships and distributed power architecture increasingly relevant to enterprise continuity planning.
Major automotive manufacturers, including Honda, are redirecting battery production capacity from electric vehicles to energy storage systems for data centers and grid stabilization, driven by the explosive 32% year-over-year growth in stationary storage demand and superior profit margins (30% gross margins versus 15% on vehicles). This strategic pivot signals that energy storage has become a more attractive business opportunity than consumer EVs in the near term, with the market projected to nearly triple by 2030 to 110 gigawatt-hours annually. For IT organizations, this trend underscores the critical importance of data center power infrastructure strategy and positions energy resilience as a competitive advantage.
Waymo and B2U Storage Solutions have established a strategic partnership to repurpose used batteries from Waymo's expanding autonomous robotaxi fleet for grid-scale energy storage, potentially adding hundreds of megawatt-hours of capacity to support local power grids in regions where Waymo operates. This circular economy model leverages batteries that still retain 81%+ capacity after automotive use, creating a new revenue stream while supporting renewable energy integration and grid stability. For IT and technology leaders, this demonstrates how autonomous vehicle fleets can drive sustainability innovation and how strategic partnerships can unlock secondary market opportunities while strengthening operational resilience.
Ford's strategic pivot into AI data center energy infrastructure through its new Ford Energy subsidiary generated a 25% stock surge, signaling market confidence in diversified revenue streams beyond traditional automotive. This move demonstrates how legacy manufacturers can capitalize on AI infrastructure demands by repurposing manufacturing expertise in battery technology, creating a competitive advantage in the high-growth data center power management market. For IT leaders, this highlights the criticality of reliable, scalable power solutions for AI operations and the emerging importance of energy partnerships in data center strategy.
Moment Energy has secured $40M in Series B funding to address critical power infrastructure gaps by repurposing EV batteries into grid-scale storage solutions, positioning itself as a domestically competitive alternative to Chinese-dominated battery storage markets that comprise 72% of global capacity. The company's UL-certified approach to battery repurposing, combined with supply agreements from major automakers (Mercedes-Benz, Nissan) and a $20M Department of Energy loan, presents significant implications for enterprise IT infrastructure planning, particularly as data center power demands surge. IT leaders must recognize this emerging supply chain development as critical to long-term data center sustainability strategies and energy resilience planning.
Tesla's Q1 2026 results demonstrate sustained profitability with 16% revenue growth to $22.4 billion, driven primarily by automotive sales and a 51% surge in Full Self-Driving subscriptions (now 1.3 million), signaling a successful shift to recurring revenue models. However, declining operating margins (4.2% vs. historical double-digits) and reduced regulatory credit revenue highlight the company's transition toward autonomous vehicle technology and humanoid robotics, with major factory expansions planned to produce Optimus robots at scale. For IT leaders, this underscores the strategic importance of AI/autonomy infrastructure investments and subscription-based business model transformations across industries.
Redwood Materials laid off 10% of its workforce (135 employees) to optimize operations and accelerate its high-growth energy storage business, positioning the company to capitalize on emerging opportunities with major clients like Rivian and Crusoe AI despite industry headwinds. This strategic restructuring signals a pivot from traditional battery recycling toward integrated critical materials and energy storage solutions, creating both opportunities and risks for IT organizations supporting supply chain digitalization and operational technology integration. Technology leaders should anticipate increased demand for systems supporting energy storage infrastructure, real-time tracking of recycled materials, and data analytics capabilities that differentiate Redwood's cost efficiency in a consolidating market.