Form Energy's 80 GWh Backlog Quadrupled as Hyperscalers Bet on Multi-Day Storage

Form Energy's storage backlog hit 80 GWh, quadrupling 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 tackles something lithium-ion can't — sustained discharge across multi-day gaps in renewable generation.