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Former Tesla exec's energy storage pivot becoming fastest growing division

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“Their energy division has now like, is the fastest growing business within their company, and it's all about creating energy storage for AI data centers.”

11:45 / 12:23

They stood up an energy storage business, and I spoke to some of the folks over there. Their energy division has now like, is the fastest growing business within their company, and it's all about creating energy storage for AI data centers. See how I close that loop? So there's it took me a minute. So there's so much interest into these companies that lie adjacent to data centers. And I predict that there's gonna be even more of that to come in the in in 2026 for sure. Red Redwood is another example of a former Tesla.

This is JB Straubel's

About this clip

A discussion about how companies adjacent to data centers, particularly energy storage businesses, are experiencing rapid growth driven by AI infrastructure needs. The speaker predicts this trend will accelerate in 2026, citing a former Tesla executive's energy division as an example of this opportunity.

Why this clip

Provides a concrete prediction about investment opportunities in AI-adjacent infrastructure with a specific example of rapid business growth.

11:45 - 12:2338sprediction
energy-storageai-infrastructuredata-centers

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