Goldman Sachs Forecasts 50GWh U.S. Battery Storage Surge by 2030, FLNC Secures Nvidia Deal

According to Goldman Sachs, U.S. battery storage deployment will reach 172 GWh by 2030, up 50 GWh from previous forecasts, according to a July 16 report. The investment bank cited accelerating data center power demands and a 4-8 year utility grid expansion timeline, making energy storage with a 12-18 month deployment cycle the fastest solution. Globally, annual battery storage installations are projected to reach 2,100 GWh by 2040.

Goldman Sachs highlighted a strategic shift: battery storage is transitioning from a renewable energy support asset to essential AI infrastructure. FLNC became an exclusive battery partner for Nvidia's DSX Vera Rubin platform, expanding its data center pipeline to 12 GW, up 30% quarter-over-quarter.