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As AI data centers expand, Seetel rides a surge in energy storage demand

Nuying Huang, Taipei
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Credit: DIGITIMES

As the global race to build ever-larger artificial intelligence models accelerates, the reliable operation of AI data centers has emerged as a decisive factor in the competition for computing power. Seetel, a Taiwan-based energy solutions provider, is seeking to capitalize on this demand by offering end-to-end EPC services—spanning planning, engineering, construction, testing, and operations—to deliver customized power and energy storage solutions tailored to AI data center infrastructure.

Seetel announced on January 12, 2026, that its consolidated revenue for December 2025 reached NT$2.548 billion (US$80 million), a month-on-month increase of nearly 686% and a year-on-year surge of more than 3,400%. Driven by peak lithium battery shipments and the recognition of engineering project milestones, December revenue alone exceeded the company's cumulative revenue from the previous 11 months. Full-year revenue for 2025 totaled NT$4.221 billion, representing annual growth of nearly 876%.

To meet increasingly stringent requirements for cybersecurity and power quality, Seetel has continued to deepen its technological capabilities. The company said its laboratories in Taipei and Linkou are scheduled to begin operations in the first quarter of 2026, completing an integrated technical chain covering design, manufacturing, and system validation.

According to the International Energy Agency, global electricity consumption by data centers is expected to double by 2030. As power demand scales rapidly, the role of energy storage is undergoing a fundamental shift—from a backup solution to what industry executives increasingly describe as the "heart" of grid stability.

Bo-Xun Chen, Seetel's general manager, said the company is leveraging years of experience in developing energy management systems (EMS) to accelerate next-generation product deployment. Seetel has already secured or is pursuing projects in overseas markets, including the United States and Japan, he added.

As AI reshapes global power architectures, Seetel is pushing energy storage deeper into the core of next-generation energy systems.

By the end of 2025, Seetel's cumulative lithium battery module shipments exceeded 1.5 gigawatt-hours, while contracted EMS capacity reached 535 megawatts, with operations and maintenance capacity totaling 625 megawatt-hours.

Looking ahead, BloombergNEF projects global energy storage deployments will reach 123 gigawatts, or 360 gigawatt-hours, in 2026, growing at an annual rate of about 23% over the next decade. By 2035, cumulative global storage capacity could approach 2 terawatts, or 7.3 terawatt-hours—roughly eight times the level recorded in 2025—underscoring the scale and urgency of demand worldwide.

Article translated by Elaine Chen and edited by Jerry Chen