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![FreemyerGreg Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1396742700523786240.png) πŸ”‹GregπŸ”‹πŸ’ŽπŸ€² [@FreemyerGreg](/creator/twitter/FreemyerGreg) on x 1032 followers
Created: 2025-07-24 12:20:08 UTC

X use cases:

1) Every AI data center that does training is going to have massive load shifts in less than a second!  That realistically can only be met with BESS, and I suggest only Li-ion.

Every MegaPack Tesla can produce will get consumed by this C2 or faster discharge need (not C/2, C2).

I've seen the cube counts required and it is stunning.  I doubt Tesla, LG, etc. can make enough BESS for all the envisioned AI data centers.  It will be a huge bottleneck to AI data center deployment.

2) AI data centers need 7x24 power.  That will often mandate LDES to do time of day power shifting.  That is the $eose opportunity!

Same opportunity we always talk about.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948357528280002787/c:line.svg)

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[Post Link](https://x.com/FreemyerGreg/status/1948357528280002787)

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FreemyerGreg Avatar πŸ”‹GregπŸ”‹πŸ’ŽπŸ€² @FreemyerGreg on x 1032 followers Created: 2025-07-24 12:20:08 UTC

X use cases:

  1. Every AI data center that does training is going to have massive load shifts in less than a second! That realistically can only be met with BESS, and I suggest only Li-ion.

Every MegaPack Tesla can produce will get consumed by this C2 or faster discharge need (not C/2, C2).

I've seen the cube counts required and it is stunning. I doubt Tesla, LG, etc. can make enough BESS for all the envisioned AI data centers. It will be a huge bottleneck to AI data center deployment.

  1. AI data centers need 7x24 power. That will often mandate LDES to do time of day power shifting. That is the $eose opportunity!

Same opportunity we always talk about.

XX engagements

Engagements Line Chart

Related Topics $003550ks lg coins ai greg tesla stocks consumer cyclical stocks bitcoin treasuries

Post Link

post/tweet::1948357528280002787
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