"Last year, the electricity bill for our data center was higher than employee salaries!" sighed the operations director of a large internet company, "The demand for AI computing power doubles every few months, and electricity costs have become our biggest expense."

This situation is not an isolated case. As the wave of artificial intelligence sweeps across the globe, data centers are facing unprecedented energy challenges. Energy storage systems are evolving from being "backup power sources" to "core infrastructure" for data centers.

According to the "2025 China Artificial Intelligence Computing Power Development Assessment Report" jointly released by IDC and Inspur Information, by 2025, China's intelligent computing power scale will reach 1037.3 EFLOPS, an increase of 43%, far exceeding the growth rate of general computing power.

Even more astonishing is that the compound annual growth rate of China's intelligent computing power scale from 2023 to 2028 is expected to reach 46.2%. Intelligent computing power is becoming a key productivity in the digital economy era.

The power consumption of AI data centers far exceeds that of traditional data centers. The electricity required to train a large AI model is equivalent to the annual electricity consumption of a small city. Moreover, AI workloads are characterized by significant instantaneous fluctuations, and the power load can change dramatically within a matter of seconds.

Facing this challenge, the energy storage market is experiencing explosive growth. According to CATL's prospectus on the Hong Kong Stock Exchange, the shipment volume of energy storage batteries for data centers brought by the computing power market is expected to grow from 10GWh in 2024 to approximately 300GWh by 2030, an increase of about 29 times, corresponding to a market size of approximately 150 billion yuan.

The newly installed capacity of energy storage in global data centers is expected to grow from 16.5 GWh in 2024 to 209.4 GWh in 2030. This blue ocean market is attracting numerous participants to seize opportunities.

For a data center with an average load of 5MW, configuring an appropriate energy storage system and participating in peak-valley arbitrage and demand response is expected to recover the investment within 3-5 years, with annual electricity cost savings reaching several million yuan.

In response to the special needs of AI data centers, energy storage companies are launching innovative solutions.

The collaboration of lithium batteries and sodium batteries has become the mainstream technological route. Haichen Energy Storage unveiled its energy storage solution for AI data centers at the RE+ 2025 exhibition, innovatively integrating sodium-ion batteries with lithium-ion batteries, which can provide continuous energy support while quickly responding to power peak fluctuations.

Safety performance has become a focal point of industry attention. Haichen Energy Storage showcased the complete details of the world's first open combustion test of the Block 5MWh energy storage system, fully verifying its safety protection capabilities in extreme combustion scenarios.

International cooperation accelerates technological innovation. Honeywell and LS Electric announced a global partnership to jointly develop power monitoring systems and battery storage solutions, helping to identify potential issues early through AI-driven predictive maintenance.

Policy support has added fuel to the energy storage of data centers.

In July this year, a notice jointly issued by six departments titled "Notice on Organizing the Recommendation Work for National Green Data Centers in 2025" required that the utilization rate of renewable energy such as wind power and photovoltaics in data centers should not be lower than the provincial consumption responsibility weight, and actively utilize technologies such as energy storage and hydrogen energy.

This means that "energy storage + renewable energy" will become the standard configuration for data centers rather than an optional solution.

The international market is also advancing simultaneously. Alibaba is actively promoting a three-year plan for the construction of artificial intelligence infrastructure worth 380 billion yuan. By 2032, the energy consumption scale of Alibaba Cloud's global data centers will increase tenfold compared to 2022.

Facing this rapidly growing market, major energy storage companies are adjusting their strategies and actively making plans.

Ningde Times, as a leader in the global electrochemical energy storage field, its TENER Stack (9 MWh) is the world's first mass-producible ultra-large capacity energy storage system, which can reduce the overall site construction cost by about 20% when deployed at 800 MWh.

Sungrow Power Supply has established the AIDC Division, comprehensively laying out AIDC with a focus on overseas markets. It is committed to becoming a key technology enabler in the integrated scenario of "light-storage-computation."

Nandu Power this year has successively won bids for the 1.2 GW high-voltage lithium battery data center framework project from GDS Holdings and the 520 million yuan high-voltage lithium battery project for the American data center, among others.

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