Nvidia's AI-factory list names Hitachi, LG and Tesla for storage
Serguey Asael Shinder1 min readNvidia launched DSX Ready on 21 September 2026, a qualification programme for products that meet the reference-design requirements of its DSX AI factories. Battery energy storage is one of the two opening categories, together with cooling distribution units, and the first three qualified storage systems come from Hitachi Energy, LG Energy Solution and Tesla, Energy-Storage.news reported.
LG Energy Solution says its system met the DSX Ready requirements for AC energy storage and addresses AI-facility power problems specifically: load smoothing, voltage ride-through and reliability. It describes 2.5 MW / 5.1 MWh modular blocks, a grid-forming integrated AC solution built to UL and NFPA standards, and lithium iron phosphate cells manufactured domestically in the United States, which brings tax-credit eligibility. Nvidia has said DSX Ready will extend across compute, networking, power, cooling, facilities and software, without saying which categories come next.
What it means
A chip vendor publishing a qualified-equipment list for batteries is a change in who specifies grid-side hardware. Until now the storage system at a data centre was chosen by the developer or the utility interconnection process; a reference design with a qualification badge moves part of that decision to the company selling the compute.
For storage vendors the incentive is obvious and the risk is the usual one with a single-vendor ecosystem: the qualification requirements are set by a party whose interest is token cost per watt, not grid service. Note what LG's description emphasises - load smoothing, voltage ride-through, grid-forming. Those are transmission-operator concerns appearing in a product sheet aimed at data-centre builders, which is a reasonable sign of where the constraint now sits.