Tesla told investors in its third-quarter 2026 update that energy storage is critical to data-centre uptime and that storage orders hit a record rate. Its newest battery plant began production in the quarter, with planned output of 50 GWh of Megapacks a year at Tesla's Texas Megafactory
Tesla reported in its Q3 2026 update that energy storage is crucial for data center uptime. The company's energy storage business saw its highest-ever order rate and backlog during the quarter. Tesla's new Megafactory in Texas began production, with a planned annual capacity of 50 GWh of Megapacks.
Verified 2026-10-22
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Grid connections are the bottleneck for new AI data centres, and on-site batteries are one of the fastest ways to add usable power, so storage makers are turning into AI suppliers.
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- American Electric Power, one of the largest US utilities, which counts hyperscalers and manufacturers among its new large customers, signed fresh load commitments in the third quarter of 2026 and now expects its contracted extra load to reach 84 GW by 2031 AEP signed 15 GW of new load commitments in a single quarter
- AI data centres worldwide reached a power capacity comparable to New York State at peak demand in 2025, which Stanford's AI Index puts at 29.6 gigawatts
- OpenAI does not disclose GPT-4o's resource footprint, so Stanford's 2026 AI Index Report turned to independent researchers' estimates of the water needed to cool the servers behind it — as much as 1.58 million kilolitres a year — more than 1.2 million people drink annually
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