AI data centers give idle EV battery capacity a second life

<p class="P1" data-start="3790" data-end="4183">Slowing EV growth in North America, tariffs, and policy restrictions are pushing automakers and battery suppliers to repurpose idle capacity. At the same time, surging power demand and grid volatility from generative AI data centers are lifting demand for battery energy storage systems (BESS), making energy storage a key diversification market alongside defense, drones, and humanoid robots.