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Confronted with the power crisis sparked by the proliferation of artificial intelligence data centers, Musk has put forth a proposal for the extensive implementation of industrial - scale battery energy storage systems. This move, if carried out, has the potential to double the actual power - generating capacity of the U.S. power grid. An analysis by Huatai Securities reveals that traditional energy sources, like nuclear power, come with lengthy construction periods. This makes it a formidable challenge to swiftly fill the existing power gap. On the flip side, electrochemical energy storage and fuel cells, characterized by their relatively short deployment times, are now at the center of market attention. These technologies are anticipated to play a crucial role in easing the current power shortage.
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