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The US battery storage market just had its biggest quarter ever. In Q2 2025, a record 5.6 gigawatts (GW) of new capacity came online, according to the latest US Energy Storage Monitor report from the American Clean Power Association (ACP) and Wood Mackenzie.

Image: Wood Mackenzie

Utility-scale storage leads the charge

Most of that Q2 growth came from utility-scale projects, which added 4.9 GW – enough to power 3.7 million homes during peak demand. As electricity demand climbs and prices rise, more states are turning to large-scale batteries to keep the grid stable and affordable.

Texas, California, and Arizona each added more than 1 GW of new capacity. The Southwest Power Pool, which hadn’t seen new battery storage projects in three years, saw a comeback with three installations in Oklahoma. Meanwhile, Florida and Georgia are now forecast to deploy more storage than expected after major new procurements by utilities.

“Energy storage is being quickly deployed to strengthen our grid as demand for power surges and is helping to drive down energy prices for American families and businesses,” said Noah Roberts, ACP’s vice president of energy storage. “Despite regulatory uncertainty, the industry is on track to produce enough grid batteries in US factories to meet 100% domestic demand.”

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Home batteries are booming

The residential battery storage market also surged, adding 608 megawatts (MW) in Q2, up 132% year-over-year and 8% from Q1. California, Arizona, and Illinois led the growth as more homeowners paired batteries with rooftop solar and adopted higher-capacity systems.

CCI market grows slowly

The community, commercial, and industrial (CCI) segment grew by a smaller 38 MW, up 11% year-over-year. California and New York made up more than 70% of Q2’s CCI capacity, while Illinois gained ground. But community-scale storage remains limited due to high costs and policy barriers.

Outlook: Resilient growth, but headwinds ahead

The ACP/Wood Mac report forecasts 87.8 GW of US storage by 2029, with residential and utility-scale projects in the lead. But growth could dip 10% in 2027 as new federal rules take effect on where battery cells can be sourced.

“Pricing and FEOC [Foreign Entity of Concern] uncertainty, and slow community storage development are expected to limit CCI growth below 1 GW by 2029,” said Allison Feeney, a research analyst at Wood Mackenzie. She added that residential storage will likely outpace solar thanks to strong incentives, especially in markets like California and Puerto Rico.

Allison Weis, Wood Mackenzie’s global head of storage, said Trump’s big bill act preserved the Investment Tax Credit (ITC) for batteries, but stricter sourcing rules after 2025 could reduce the five-year outlook by 16.5 GW.

“After 2025, utility-scale storage projects must comply with new, stringent battery sourcing requirements to receive the ITC,” Weis said. “While domestic supply is ramping up, shortages are possible, and developers may still rely on Chinese cells to fill gaps.”

The report warns that projects failing to hit certain milestones by the end of 2025 could face new permitting and regulatory risks, underscoring the urgency to build now under current rules.

Read more: The US’s first grid-scale sodium-ion battery is now online


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ChargePoint brings 40+ new fast-charging ports to metro Detroit

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ChargePoint brings 40+ new fast-charging ports to metro Detroit

Metro Detroit is about to get a big boost of fast EV chargers, with more than 40 new ChargePoint ports set to come online across multiple sites owned by the Dabaja Brothers Development Group.

The first ultra-fast charging site just opened in Canton, Michigan. It’s owned and operated by Dabaja Brothers, who plan to follow it with additional ChargePoint-equipped locations in Dearborn and Livonia.

“We started this project because we saw a gap in our community – there was almost nowhere to charge an EV in Canton, and a similar lack of charging across metro Detroit,” said Yousef Dabaja, owner/operator at Dabaja Brothers.

Each metro Detroit site will feature ChargePoint Express Plus fast charging stations, which can deliver up to 500 kW to a single port, can fast-charge two vehicles at the same time, and are compatible with all EVs. The stations feature a proprietary cooling system to deliver peak charging speeds for sustained periods, ensuring that charging speed remains consistent.

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The stations operate on the new ChargePoint Platform, which enables operators to monitor performance, adjust pricing, troubleshoot issues, and gain real-time insights to keep chargers running smoothly.

Rick Wilmer, CEO at ChargePoint, said, “This initiative will rapidly infill the ‘fast charging deserts’ across the Detroit area, allowing drivers to quickly recharge their vehicles when and where they need to.”

Read more: ChargePoint just gave its EV charging software a major AI upgrade


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Mercedes-Benz opens its first DC fast charging hub at Starbucks

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Mercedes-Benz opens its first DC fast charging hub at Starbucks

Mercedes-Benz High-Power Charging and Starbucks have officially opened their first DC fast charging hub together, off the I-5 in Red Bluff, California.

The 400 kW Mercedes-Benz chargers are capable of adding up to 300 miles in 10 minutes, depending on the EV, and every stall has both NACS and CCS cables – they’re fully open DC fast chargers.

Mercedes-Benz HPC North America, a joint venture between subsidiaries of Mercedes-Benz Group and renewable energy producer MN8 Energy, first announced in July 2024 that it would install DC fast chargers at Starbucks stores along Interstate 5, the main 1,400-mile north-south interstate highway on the US West Coast from Canada to Mexico. Ultimately, Mercedes plans to install fast chargers at 100 Starbucks stores across the US.

Mercedes-Benz HPC opened its first North American charging site at Mercedes-Benz USA’s headquarters in Sandy Springs, Georgia, in November 2023 as part of an initial $1 billion charging network investment. As of the end of 2024, Mercedes had deployed over 150 operational fast chargers in the US, but it hasn’t disclosed an official number of how many chargers are currently online.

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Andrew Cornelia, CEO of Mercedes-Benz HPC North America, is leaving the company at the end of the month to become global head of electrification & sustainability at Uber.

Read more: Mercedes-Benz is deploying 400 kW US-made EV fast chargers with CCS and NACS cables


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Tesla AI4 vs. NVIDIA Thor: the brutal reality of self-driving computers

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Tesla AI4 vs. NVIDIA Thor: the brutal reality of self-driving computers

The race for autonomous driving has three fronts: software, hardware, and regulatory. For years, we’ve watched Tesla try to brute-force its way to “Full Self-Driving (FSD)” with its own custom hardware, while the rest of the automotive industry is increasingly lining up behind NVIDIA.

Now that we know Tesla’s new AI5 chip is delayed and won’t be in vehicles until 2027, it’s worth comparing the two most dominant “self-driving” chips today: Tesla’s latest Hardware 4 (AI4) and NVIDIA’s Drive Thor.

Here’s a table comparing the two chips with the best possible specs I could find. greentheonly’s teardown was particularly useful. If you find things you think are not accurate, please don’t hesitate to reach out:

Feature / Specification Tesla AI4 (Hardware 4.0) NVIDIA Drive Thor (AGX / Jetson)
Developer / Architect Tesla (in-house) NVIDIA
Manufacturing Process Samsung 7nm (7LPP class) TSMC 4N (custom 5nm class)
Release Status In production (shipping since 2023) In production since 2025
CPU Architecture ARM Cortex-A72 (legacy) ARM Neoverse V3AE (server-grade)
CPU Core Count 20 cores (5× clusters of 4 cores) 14 cores (Jetson T5000 configuration)
AI Performance (INT8) ~100–150 TOPS (dual-SoC system) 1,000 TOPS (per chip)
AI Performance (FP4) Not supported / not disclosed 2,000 TFLOPS (per chip)
Neural Processing Unit 3× custom NPU cores per SoC Blackwell Tensor Cores + Transformer Engine
Memory Type GDDR6 LPDDR5X
Memory Bus Width 256-bit 256-bit
Memory Bandwidth ~384 GB/s ~273 GB/s
Memory Capacity ~16 GB typical system Up to 128 GB (Jetson Thor)
Power Consumption Est. 80–100 W (system) 40 W – 130 W (configurable)
Camera Support 5 MP proprietary Tesla cameras Scalable, supports 8MP+ and GMSL3
Special Features Dual-SoC redundancy on one board Native Transformer Engine, NVLink-C2C

The most striking difference right off the bat is the manufacturing process. NVIDIA is throwing everything at Drive Thor, using TSMC’s cutting-edge 4N process (a custom 5nm-class node). This allows them to pack in the new Blackwell architecture, which is essentially the same tech powering the world’s most advanced AI data centers.  

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Tesla, on the other hand, pulled a move that might surprise spec-sheet warriors. Teardowns confirm that AI4 is built on Samsung’s 7nm process. This is mature, reliable, and much cheaper than TSMC’s bleeding-edge nodes.

When you look at the compute power, NVIDIA claims a staggering 2,000 TFLOPS for Thor. But there’s a catch. That number uses FP4 (4-bit floating point) precision, a new format designed specifically for the Transformer models used in generative AI.  

Tesla’s AI4 is estimated to hit around 100-150 TOPS (INT8) across its dual-SoC redundant system. On paper, it looks like a slaughter, but Tesla made a very specific engineering trade-off that tells us exactly what was bottling up their software: memory bandwidth.

Tesla switched from LPDDR4 in HW3 to GDDR6 in HW4, the same power-hungry memory you find in gaming graphics cards (GPUs). This gives AI4 a massive memory bandwidth of approximately 384 GB/s, compared to Thor’s 273 GB/s (on the single-chip Jetson config) using LPDDR5X.  

This suggests Tesla’s vision-only approach, which ingests massive amounts of raw video from high-res cameras, was starving for data.

Based on Elon Musk’s comments that Tesla’s AI5 chip will have 5x the memory bandwidth, it sounds like it might still be Tesla’s bottleneck.

Here is where Tesla’s cost-cutting really shows. AI4 is still running on ARM Cortex-A72 cores, an architecture that is nearly a decade old. They bumped the core count to 20, but it’s still old tech.  

NVIDIA Thor, meanwhile, uses the ARM Neoverse V3AE, a server-grade CPU explicitly designed for the modern software-defined vehicle. This allows Thor to run not just the autonomous driving stack, but the entire infotainment system, dashboard, and potentially even an in-car AI assistant, all on one chip.

Thor has found many takers, especially among Tesla EV competitors such as BYD, Zeekr, Lucid, Xiaomi, and many more.

Electrek’s Take

There’s one thing that is not in there: price. I would assume that Tesla wins on that front, and that’s a big part of the project. Tesla developed a chip that didn’t exist, and that it needed.

It was an impressive feat, but it doesn’t make Tesla an incredible leader in silicon for self-driving.

Tesla is maxing out AI4. It now uses both chips, making it less likely to achieve the redundancy levels you need to deliver level 4-5 autonomy.

Meanwhile, we don’t have a solution for HW3 yet and AI5 is apparently not coming to save the day until 2027.

By then, there will likely be millions of vehicles on the road with NVIDIA Thor processors.

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