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Redwood Materials开展新业务:助力AI数据中心缓解用电瓶颈Redwood Materials has a new business: Helping AI data centers beat the power crunch

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Redwood Materials希望通过利用回收的电动汽车电池建设现场能源系统,帮助公司规避多年等待用电的困境,首席执行官JB Straubel如此表示。

Redwood Materials wants to help companies sidestep years-long waits for electricity by building on-site energy systems with recycled EV batteries, according to CEO JB Straubel.

这家电池回收初创公司正在超越收集和处理旧电动汽车电池的范围。

The battery recycling startup is expanding beyond collecting and processing old electric-vehicle batteries.

它越来越把自己定位为AI数据中心获取电力更快捷的途径,无需等待美国电网因堵塞而延迟的新接入。

It's increasingly pitching itself as a way for AI data centers to get power faster, without waiting for new connections to America's backed-up electric grid.

“接入电网可能需要数年时间”,Straubel在周三的一篇博客文章中写道。

"Connecting to the grid can take years," Straubel wrote in a blog post on Wednesday.

他的解决方案正是行业所说的“表后计量”能源系统,这类系统无需连接电网即可运行。

His solution is what the industry calls "behind-the-meter" energy systems, which operate without needing to connect to the grid.

Redwood计划将二手电动汽车电池与太阳能板及其他现场电源结合,使客户能够在自身设施内发电和储电。该公司已经与Rivian将这一想法付诸实践。

Redwood would combine second-life EV batteries with solar panels and other on-site power sources, allowing customers to generate and store electricity at their own facilities. The company is already putting the idea into practice with Rivian.

Redwood回收该电动汽车制造商使用过的电池,并在Rivian的制造厂安装储能系统,在此基础上扩展了该公司伊利诺伊州工厂已有的10兆瓦时装机容量。

Redwood recycles used batteries from the EV maker and is installing energy storage systems at Rivian's manufacturing plants, building on a 10-megawatt-hour installation at the company's Illinois factory.

Redwood还将这些电池与自身的功率电子和软件打包,使其从最初的回收业务发展为更广泛的能源解决方案。

Redwood is also packaging the batteries with its own power electronics and software, turning what began as a recycling business into a broader energy offering.

该公司去年基于电动汽车电池退役后仍有多年使用寿命的前提,推出了Redwood Energy部门。它已经为Crusoe数据中心建设了一个大型电池系统。

The company launched its Redwood Energy division last year on the premise that EV batteries still have years of useful life after they're retired from cars. It has already built a large battery system for a Crusoe data center.

Straubel的最新博文明确指出Redwood看中的最大机遇。

Straubel's latest post makes clear where Redwood sees its biggest opportunity.

“根本问题是用电速度”,他写道,指的是AI驱动下争夺电力的竞赛。这标志着Redwood演进的又一步。投资者最初支持该公司是为了回收电池。

"The underlying problem is speed to power," he wrote, referring to the AI-fueled race to secure electricity. That marks another step in Redwood's evolution. Investors originally backed the company to recycle batteries.

如今,它越来越多地在销售不同的东西:一种为耗电量巨大的AI数据中心更快供电的方式。

Today, it's increasingly selling something different: a faster way to bring power to energy-hungry AI data centers. here. Reach out to me via email at abarr@businessinsider.com