Topic
Utility-scale battery capacity additions, installed fleet totals and project-level power ratings on the US grid.
A SpaceXAI developer told the TVA board that Colossus 2 holds 3.3 GWh of storage, the Memphis utility's chief executive put it at 2,000 MW behind the meter, and the board approved a direct grid hookup the same day.
Reality
Satellite imagery put roughly 2.8 GWh of Tesla Megapacks at xAI's Colossus 2 site, the largest grid battery in the country, and the roughly $1bn xAI and SpaceX have spent since 2024 averages near $500m a year.
Reality
The Finnish utility says a Google power contract is what lets it keep committing money to running two 1970-vintage reactors to 2050. Most of the capital behind that plan has not yet been approved.
Reality
EDF power solutions signed two PPAs covering the combined output of a Lyon County solar plant and a four-hour battery. Deliveries start October 2029, which is the number planners should note.
Reality
Operators added 8.3GW in the first half of 2026 on a 43.6GW base. The build is driven by solar co-location economics, so industrial buyers need to model a different evening peak.
Reality