While Tesla is expanding its ambitions in autonomous transportation and embodied AI, developments in its energy-storage business are drawing attention following a mixed set of financial results in the company's third-quarter 2026 earnings report.

CATL's third-quarter revenue rose 58.58% year-over-year to CNY165.22 billion (approx. US$24.73 billion), but net profit attributable to shareholders increased just 14.54% to CNY21.25 billion. For the first nine months of 2026, revenue reached CNY442.14 billion, up 56.19%, while net profit rose 31.6% to CNY64.53 billion, according to its filing on Cninfo.

UK neocloud provider Nscale is set to lose Microsoft as the anchor tenant at its Loughton data center in Essex, after delays in power availability disrupted plans to support AI computing services. The UK's National Grid reportedly told Nscale that sufficient electricity for the site may not be available until after 2030.

As renewable energy penetration continues to increase, energy storage systems have become essential to maintaining grid stability and supporting corporate energy transitions. However, Taiwan still lacks effective mechanisms to quantify the risk mitigation and protective value of energy storage, making it difficult for businesses to fully recognize its importance.

Taiwan's leading business groups have urged the government to provide financial support for state-run energy utilities and accelerate the restart of nuclear power plants, as surging global fuel prices drove Taipower's natural gas costs more than NT$70 billion (US$2.15 billion) above prewar levels by the end of August 2026.

As geopolitical tensions reshape global supply chains, US regulations governing energy and battery energy storage systems (BESS) are undergoing rapid and unpredictable changes.

The rapid advancement of energy-storage technologies in China is enabling the country to capture a formidable share of the global market, with the domestic industry continuing to post record levels of capacity growth.

Anthropic has signed its first data center lease in Canada, taking capacity at the Point Tupper data center campus planned by energy company EverWind Fuels in Nova Scotia. The facility will be built in two phases, with the first 95-megawatt phase scheduled to open by the end of 2027.

Taiwan-based iBase Solution is expanding from industrial computers (IPCs) and energy storage into liquid-cooled prefabricated modular data centers, targeting AI infrastructure construction and engineering, procurement, and construction (EPC) contracts. The company aims to leverage its energy storage expertise, system integration capabilities, and customer relationships to capture opportunities in power, cooling, and data center development as global AI investment grows.

China is moving to tighten oversight of technology transfers that support its companies' overseas expansion, proposing export bans and licensing requirements for artificial intelligence (AI), biomedicine, and solar manufacturing, and requiring exporters to register covered transactions immediately.

Major Chinese energy storage system suppliers that once dominated the US market have reportedly withdrawn almost entirely from US operations in 2026, amid mounting regulatory restrictions, overlapping tariffs, and stringent ownership scrutiny, according to US supply chain sources.

Chinese battery giant CATL is deploying sodium-ion technology to expand into Europe's energy storage system (ESS) market. The company recently signed a strategic agreement with German system integrator Intilion to deploy up to 3GWh of energy storage projects over the next five years, drawing renewed market focus to the commercialization potential of sodium-ion batteries.

TECO Electric and Machinery participated in Energy Taiwan on October 14, showcasing its smart microgrid solutions and outlining the future development of its power and energy business group.

Delta Electronics chairman Ping Cheng said at the 2026 Global Views Leaders Forum on October 15, 2026, that the world is entering an era of electrification, with AI data centers and EVs driving electricity demand beyond available supply. Delta is expanding its focus from power consumption to an integrated microgrid architecture spanning generation, transmission, distribution, energy storage and consumption, with solid oxide fuel cells (SOFCs) and solid-state transformers (SSTs) as its key products.

The rapid expansion of AI data centers in the US is placing growing pressure on conventional power grids, as their substantial and highly variable electricity requirements strain available supply in certain regions. Power shortages have even delayed the construction of some AI data center projects.

Delta Electronics showcased its on-site solid oxide fuel cell (SOFC) power generation solution at Energy Taiwan 2026, alongside its first physical solid-state transformer (SST) product.

Delta Electronics unveiled its prefabricated solid-state transformer (SST) DC power solution at Energy Taiwan 2026 on October 14, targeting power efficiency, deployment speed and supply resilience in AI data centres, AI factories and energy-intensive manufacturing. The system integrates SSTs, DC/DC converters and control technology.

Rising carbon-fee pressure is accelerating efforts to decarbonize Taiwan's energy-intensive industries, prompting Linde LienHwa Industrial Gases Group to promote oxygen-enriched and pure oxygen combustion technologies that can substantially reduce fuel consumption and emissions. At the 2026 Net-Zero Taiwan and Energy Taiwan exhibitions, held October 14–16 at the Taipei Nangang Exhibition Center, the company is also highlighting hydrogen applications and energy management solutions to support industrial efficiency and energy resilience.

Rising demand for semiconductor wafer fabrication, memory, advanced packaging and high-end servers is driving a sharp increase in Taiwan's power consumption. Taipower estimates that the domestic semiconductor industry will consume approximately 52 billion kWh in 2026, rising to around 80 billion kWh in 2030 and 110 billion kWh in 2035, when it will account for about 30% of Taiwan's total electricity use.

ProLogium Technology is accelerating the development of non-automotive markets for its all-solid-state batteries, targeting AI data centers, aviation, and humanoid robots as electric vehicle (EV) market growth slows, according to Nikkei Asia.

Energy Taiwan 2026 showcases an energy industry increasingly focused on integration, flexibility, and real-world deployment, as Taiwan balances its net-zero ambitions with rising electricity demand from artificial intelligence (AI), high-performance computing, and advanced manufacturing.

LG Energy Solution (LGES) is reportedly restructuring its energy storage system (ESS) battery equipment supply chain after major partner Daejin Machinery entered financial difficulties and began court-led rehabilitation proceedings. LGES is transferring some orders to existing equipment suppliers while seeking new partners to reduce the risk of supply disruptions.

Taiwan's Energy Management Act is undergoing its first major revision in nearly a decade, driving businesses to reassess self-generation and energy storage systems (ESS) as the market shifts from equipment installation alone toward returns, safety, and long-term operations.

ATE Energy International Co. Ltd. reported consolidated revenue of NT$6.667 billion (US$209.0 million) for the first three quarters of 2026, up 132.52% from a year earlier, driven by the continued progress of major energy engineering projects in the Philippines and steady recognition of engineering revenue.

Formosa Smart Energy, an energy affiliate of Taiwan's Formosa Plastics Group, said global cloud service providers have approached it about building AI data centers at the group's industrial sites, seeking to leverage existing power infrastructure, surplus electricity and available land.