The Quiet Power Play Wall Street Is Missing in the AI Boom
The article discusses the emerging importance of batteries in supporting AI data centers, which are outpacing the power grid. Tesla's Megapack batteries and Aligned Data Centers' battery purchase highlight this trend. Companies like Eos Energy, which produce zinc-based batteries, are positioned to benefit from this shift. The AI battery boom is seen as a significant investment opportunity, potentially rivaling the AI chip boom.
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