As the demand for artificial intelligence (AI) computing power experiences an unprecedented surge, the significance of the energy storage industry as a pivotal element in the power supply infrastructure of the AI era has come to the forefront. Microsoft's CEO, Satya Nadella, has pointed out that the scarcity of electricity poses the most formidable challenge to AI development. Fortunately, advancements in energy storage technology have effectively tackled the power bottleneck in AI data centers, thereby unlocking fresh investment opportunities and value. Projections indicate that by 2025, China's energy storage sector will transition towards market-driven profitability, boasting an installed capacity that surpasses 100 million kilowatts. The seamless integration of AI and energy storage technology not only boosts the efficiency and market potential of the energy storage industry but also establishes it as a cutting-edge frontier for AI applications. Looking ahead, the competition in the AI landscape will hinge on the availability of electricity, with energy storage set to play an increasingly pivotal role.