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Reliable incoming power is the constraint that sits below every large-scale AI compute buildout.
Training workloads draw sustained, predictable electricity at a level where momentary grid disruptions become consequential: a supply event long enough to trip a facility can abort an active run and force operators back to the last saved checkpoint, losing hours or days of compute time.
Battery energy storage addresses that exposure by sitting between the grid feed and the facility load, absorbing interruptions before they reach the hardware.
SpaceX moved further in that direction during Q2, increasing its purchases of Tesla's Megapack systems to support its Colossus AI data centers in Greater Memphis.
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