CATL — China rapidly expands battery storage to 155 GW to support grid amid AI boom

China has massively scaled its grid-level battery storage capacity, soaring from under 4 gigawatts five years ago to approximately 155 GW in the first quarter, as it seeks to stabilize its power grid amid the AI-driven surge in electricity demand. Beijing is targeting 300 GW of capacity by 2030 to support its vast and growing solar and wind power infrastructure. The expansion has cemented Chinese dominance in the sector, with the world's top 10 battery storage suppliers in 2025 all being Chinese firms.