Energy Vault has signed a strategic commercial agreement to supply battery energy storage systems (BESS), grid-forming power conversion systems (PCS), and AI infrastructure control software for an initial 1.25 GW of integrated power infrastructure supporting hyperscaler AI data centers. The package is designed to be deployed with a partner providing turnkey power generation, engineering, procurement, and construction (EPC), including Caterpillar generator sets.
The companies describe the combined offering as a repeatable reference architecture that integrates dispatchable generation, BESS, grid-forming inverter systems, and site-wide controls into a single platform aimed at modular, scalable, gigawatt-scale AI campuses. Energy Vault says the architecture is intended to deliver “firm grid-independent power,” along with grid stabilization and load balancing functions, for “always-on” availability.
Energy Vault expects initial deployments over the next four to 12 months, targeting schedules that are not dependent on traditional utility interconnection timelines. The initial 1.25 GW deployment is backed by a hyperscaler customer contract for a project in Texas.
On the technical side, Energy Vault’s role centers on FEOC-compliant BESS, grid-forming PCS, and control software intended to coordinate generation, storage, and the site’s electrical infrastructure in real time. The company says its controls software is designed to dynamically balance power flows, maintain voltage and frequency stability, minimize generator cycling, and improve fuel efficiency in response to fast-changing AI compute loads.
For data center operators, the key practical point is integration: behind-the-meter generation paired with grid-forming power electronics and storage can be engineered as a single system, rather than a set of loosely coupled assets that fight each other during step loads. But the performance will come down to control-loop behavior, protection coordination, and how the system handles large, rapid load transients—details that tend to matter more than broad “speed-to-power” claims once commissioning starts.
Robert Piconi, chairman and CEO of Energy Vault, said, “Customers are no longer procuring individual technologies—they require integrated power infrastructure capable of delivering reliable, always-on electricity at unprecedented speed and scale.” A senior executive at Energy Vault’s power infrastructure partner added, “By integrating those systems into our modular plant design, we can bring large blocks of dependable power online quickly while maintaining the performance, scalability and flexibility that hyperscale campuses require.”
Energy Vault also said it expects a revenue impact of approximately $500 million to $600 million in 2H 2026 and 2027, and plans to discuss it during an earnings call on August 11, 2026.
Source: Energy Vault
