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.
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