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EPISODE · Feb 28, 2026 · 15 MIN

Google AI Powers new 100-Hour Rust Battery

from Elon Musk Podcast · host Stage Zero

Strategic energy agreements between Google, Xcel Energy, and TotalEnergies designed to power expanding data center operations with carbon-free electricity. A central component of this initiative is the deployment of a 300 MW iron-air battery system in Minnesota developed by Form Energy, a technology capable of storing renewable power for up to 100 hours. This long-duration storage solution is paired with significant new wind and solar capacity to ensure grid reliability and support state-level decarbonization goals. Additionally, Google has secured a 1 GW solar deal in Texas and is exploring small modular nuclear reactors to meet the immense electricity demands of artificial intelligence. To support these projects, Form Energy is expanding its high-volume manufacturing facility at a former steel mill in West Virginia. The documents also include financial disclosures and risk warnings from the involved corporations, alongside technical debates regarding the efficiency and economic viability of iron-air batteries compared to lithium-ion standards.

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