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Battery storage firms eye AI demand but face grid, supply hurdles

By Reuters May 18, 2026 Bearish
Battery storage firms eye AI demand but face grid, supply hurdles
Battery storage firms in the U.S. are seeing surging interest from power-hungry AI data centers, but lengthy queues to connect to the grid and a supply chain heavily dependent on China ​are hampering the industry's ability to rapidly scale.
Battery storage firms in the U.S. are seeing surging interest from power-hungry AI data centers, but lengthy queues to connect to the grid and a supply chain heavily dependent on China ​are hampering the industry's ability to rapidly scale.