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Volt Insight · May 22, 2026

Volt Insight Briefing: CATL wants to power China’s AI boom

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Henry Sanderson · Volt Insight

Volt Insight Briefing: CATL wants to power China’s AI boom

The battery giant is assembling stakes in data centres, power systems and energy-management software as AI becomes one of China’s fastest-growing sources of electricity demand.

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Thomas Edison’s genius wasn’t just in inventing a better lightbulb. It was the fact that he could envision the entire system around it, from his giant Jumbo generators to the parallel wiring that delivered power to homes and offices.

China’s largest battery producer CATL is making the same bet a century and a half la…

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