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Ford and GM Are Recasting Themselves as Battery Infrastructure Companies
As EV ambitions cool, major US automakers are leaning harder into battery energy storage, targeting utilities, industrial customers, and data centers in a shift shaped by policy and AI-era power demand.
Key Takeaways
- Ford launched Ford Energy to sell battery storage systems to utilities, industrial users, and data centers.
- GM has also moved into energy storage through partnerships with Redwood Materials and LG Energy Solution.
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DT Editorial Team··via wired.com
