Nvidia taps Tesla Megapack as certified AI data-center battery partner
Nvidia launched its 'DSX Ready' certification program for AI data-center power infrastructure and named Tesla Megapack, alongside Hitachi Energy and LG Energy Solution, as its first qualified battery energy storage system (BESS) partners -- a sign that Tesla's energy business is opening a new revenue channel as AI data centers strain power grids, with Tesla shares closing at their highest level in nearly three weeks right after the announcement.
AI data centers are notoriously hard on power grids because their electricity demand can swing sharply in short bursts, making grid stability a key bottleneck for builders. Nvidia's new DSX Ready program, launched Sept. 21, targets that problem by certifying partner products -- spanning compute, networking, power and cooling -- that meet its DSX AI-factory reference-design standards, giving data-center builders a trusted shortlist of components.
In the battery energy storage category, the first three qualified partners are Tesla Megapack, Hitachi Energy and LG Energy Solution. Their systems are designed to smooth sudden AI workload swings, maintain voltage stability and improve power reliability, helping customers bring capacity online faster.
For Tesla, the qualification signals that Megapack could become a standard component not just for utility-scale grid storage but also for the rapidly growing AI data-center power market -- adding an energy-storage leg to the 'physical AI' narrative that has so far centered on robotaxi and FSD.
Tesla shares closed at their highest level in nearly three weeks following the news, suggesting investors weighted the certification more heavily than other recent setbacks, including delays around Optimus.
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