Business·Industry

“AI Data Center Power Grid Bottleneck… Discussions with Big Tech on BTM Business”—LG Energy Solution Conference Call

JAEMIN SONG
2026-07-30 11:37:21
[Edaily Reporter JAEMIN SONG ] “As investment in AI data centers expands, reliance on aging transmission and distribution networks and delays in grid connections are emerging as major risks. Options currently under discussion include data center operators building their own power infrastructure, directly bearing the costs of grid reinforcement, and installing power generation facilities alongside energy storage systems (ESS). We believe this will present a significant market opportunity for non-Chinese battery manufacturers. Our company is also exploring BTM (Behind The Meter) business opportunities for data centers with major Big Tech firms and is in discussions regarding related projects.”

…LG Energy Solution Q2 2026 Conference Call

LG Energy Solution’s Wrocław plant in Poland. (Photo: LG Energy Solution)

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