Panasonic has said demand for backup batteries is rising quickly, and it is largely driven by the expansion of AI infrastructure that requires stable, continuous power. It has already allocated around 80% of its planned output to existing customers, leaving only a limited share for new buyers attempting to scale systems.
don’t most enterprise ups use lead acid?
Yup. My old job had liebert (now vertiv) UPSs for our data center and those suckers were essentially just thousands of pounds of lead acid batteries stacked in a metal chassis
Yes yes they do. In fact most UPS’s from small desk ones all the way up all used lead acid not lithium ion. Lithium ion batteries are far more expensive.