Part 7/16:
Energy storage is considered pivotal for supporting the massive growth in data center capacity needed for AI. The conversation examines whether current and upcoming storage solutions can meet the projected 100 GWh demand within the next few years. Musk’s assessment suggests that with about 40 GWh currently available, and more capacity under construction, the industry is poised to meet near-term needs, especially if optimized through demand curtailment strategies.