ABEC 2026: AI Data Center Storage Demand Drives Power Upgrades, Solid-State Batteries Seen Scaling by 2035

The significance here is that AI's power appetite is being framed as a demand driver for storage, not just for generation—pushing battery makers toward data-center applications like BBU cells, a niche with its own certification barriers. The 2035 solid-state timeline, meanwhile, sets expectations for a technology still years from scale, which matters for anyone tracking when storage chemistry shifts. The open question is whether the certification window for BBU cells translates into real orders before solid-state arrives, or whether the two timelines stay disconnected.