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Data Centers and the Future of Energy Storage | Switched On, Sonic AI
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Data Centers and the Future of Energy Storage | Switched On
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May 7, 2026
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31:47
Interview
Data Centers and the Future of Energy Storage | Switched On
From
Switched On
Cachelene McManus
(Associate, Technology and Innovation Team, Bloomberg NEF, guest)
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Executive Summary
The AI-driven data center boom is creating a significant new market for on-site battery storage, potentially increasing the total U.S.
market by 30%.
Batteries are evolving from traditional short-duration backup (UPS) to larger, 2-4 hour systems that help developers bypass long grid interconnection queues and manage spiky AI power loads.
A slowdown in the EV market has created a battery oversupply, which is being readily absorbed by this new data center demand, with some automakers reallocating production to stationary storage.
Hyperscalers like Google are also investing in next-generation, long-duration storage (e.g., 100-hour iron-air batteries) to unlock cheap renewable energy and de-risk future technologies.
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Batteries as a Grid Congestion Solution
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