Everyone wants a piece of Tesla’s battery business

Rising electricity needs from AI data centers are accelerating interest in large-scale battery storage. Tesla’s energy business is attracting competition as automakers like GM and Ford look for opportunities beyond electric vehicles.

The shift shows how AI infrastructure is reshaping adjacent industries, turning energy storage into a strategic growth market. Automakers may increasingly use battery expertise to compete in grid-scale energy, not just transportation.

Electricity demand from AI data centers is pushing everyone — including automakers like GM and Ford — into the energy storage business.