Everyone wants a piece of Tesla's battery business | TechCrunch

Last day to exhibit your breakthrough to 10,000+ tech leaders at Disrupt is on Oct 2. Book Exhibit Table Now. Disrupt doors open Oct. 13. Get your pass and bring someone with you at 50% off. REGISTER NOW. First Tesla, then Ford, and now GM — it seems every automaker wants a slice of the energy storage market. It’s easy to see why. While EV sales have stagnated in the United States, sales of large, stationary batteries have doubled in the past two years. And they show no signs of stopping. Despite incentives being gutted in the One Big Beautiful Bill Act, the Solar Energy Industries Association expects annual installations to exceed 110 GWh per year by 2030, about double what they are today. “There’s a lot of potential for this market,” Kurt Kelty, vice president of battery and sustainability at GM, told TechCrunch. GM has dabbled in energy storage before, but on Tuesday it took a bigger swing, rolling out an entirely new sodium-ion battery chemistry that’s aimed at the heart of the market. The skyrocketing energy storage market is being driven higher by the convergence of three trends. The most obvious is the expansion of data centers being built to serve AI. Data center energy dem