Cathie Wood: US Battery Storage Hits 52 GW, Growing 70% Yearly

CathieDWood · x · 2026-08-09

Cathie Wood, founder of ARK Invest, highlights the rapid scaling of energy infrastructure critical to AI. She notes that the current battery storage capacity is 52 GW, which is roughly half of US nuclear power generation (accounting for 20% of total US electricity).

Wood emphasizes that today's battery storage could accommodate 10% of US electricity generation, with capacity growing at an impressive rate of 70% per year, providing a key perspective for the AI energy demand boom.

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