Form Energy's 80 GWh Backlog Quadrupled in 2026 as Hyperscalers Buy Multi-Day Storage

Form Energy reports an 80 GWh storage backlog, up fourfold from early 2026. Hyperscalers are driving demand: Google is pairing a 30 GWh, $1 billion iron-air battery with a Minnesota data center, and Crusoe committed to 12 GWh. The 100-hour iron-air chemistry targets a problem lithium-ion can't — sustained discharge across multi-day renewable gaps.