GM joins race to build batteries for AI data centers and the grid

The GM installation is “a step one” for Redwood, Cal Lankton, chief commercial officer for Redwood, told TechCrunch.

Data centers, where Redwood already operates, and industrial sites like GM’s are “vastly different things,” he said. Where data centers might use batteries nearly continuously to absorb some of the power fluctuations from GPUs, industrial sites are more likely to use them to shave off peaks in power demand, which can lower monthly power bills, and use them to provide backup power in case of an outage.

“The factory is really excited because now we’ve got a more reliable factory,” Kelty said. “Ultimately, we’ll be having similar installations like this at all of our factories. It just makes good economic sense.”