A new partnership between Energy Vault and Peak Energy bets that sodium-ion storage can do two things at once: cut fire risk and cut time-to-power for AI facilities. The harder question is whether chemistry alone can outrun grid bottlenecks, cheap lithium-iron phosphate, and tax-credit fine print.
On February 9, Energy Vault said it had signed a strategic development agreement with Peak Energy — and locked in an initial 1.5 gigawatt-hours (GWh) supply of U.S.-manufactured sodium-ion battery systems. The pitch is unusually direct: build a storage architecture “purpose-built” for AI data centres, integrate it into Energy Vault’s control software (Vault OS),
