Worker inspecting large industrial pipes in a factory. Photo by xing bowen on Unsplash. Source: https://unsplash.com/photos/worker-inspects-large-metal-pipes-in-factory-XZVHCe9B2wY (Unsplash License).

NVIDIA qualified batteries for AI factories on September 21. The site that shows why sits near Memphis.

  • DSX Ready turns battery storage and coolant distribution units into a procurement line item, with Hitachi Energy, LG Energy Solution and Tesla qualified first.
  • Colossus 2 runs 720 Tesla Megapacks, described by an xAI developer as 3.3 GWh and by the local utility chief as about 2,000 MW behind the meter.
  • Elon Musk said on September 25 the site holds 110,000 GB200 and 440,000 GB300 chips, with up to 660,000 more GB300 before year end.
  • Epoch AI estimates about 946 MW of IT power at the site today, below the claimed chip count.

The constraint moved from chips to the power connection. Read the full analysis.

By Ivan Tarin

Ivan Tarin is a Principal Product Marketing Manager at SUSE, where he owns go-to-market strategy and positioning for a seven-product cloud-native portfolio spanning Kubernetes, virtualization, storage, security, and observability. A former full-stack developer who shipped production code for enterprise and public-sector clients including U.S. national laboratories, Ivan translates complex infrastructure and AI technology into messaging that lands with developers, platform teams, and enterprise buyers. He has presented at KubeCon, SUSECON, and AWS Developer Week, and is currently pursuing an MS in Artificial Intelligence at the University of Colorado Boulder.

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