GM Pivots EV Battery Plants to Grid Storage for AI Data Centers

General Motors is redirecting underutilized battery manufacturing capacity toward sodium-ion cells for grid-scale storage, targeting the surging power demands of hyperscale AI data centers. Sodium-ion chemistry—cheaper and more abundant than lithium alternatives—suits stationary storage better than mobile drivetrains. The move addresses a gigawatt-hour shortage in dispatchable grid capacity that traditional manufacturers cannot fill quickly enough, positioning legacy automakers inside the utility supply chain.