Selina Wang · 22 September 2026 · Industry Analysis

The Case for Industrial Batteries

Selina Wang, VC @ Altimeter

Industrial batteries solve a critical timing problem for data centers: by shaving peak demand, they reduce grid interconnection wait times from ~5 years to months, accelerating buildout while existing grid capacity absorbs 76 GW of new load. Real regulatory tailwind and economics make this a durable bridge solution.

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Topics: Energy & Climate · AI (Horizontal)

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