LG Energy Solution joins Nvidia's next-generation AI factory ecosystem
Nvidia selects only three BESS companies worldwide
Current production capacity strengthens market responsiveness
Company aims to accelerate North America ESS business growth
LG Energy Solution announced Tuesday that it has joined Nvidia's newly launched DSX Ready program as a battery energy storage system (BESS) partner.
Only three companies worldwide were selected as BESS partners for the program, and LG Energy Solution is the only Korean battery company among them.
An AI factory is an advanced data center designed to manage the full lifecycle of AI and generate value from data. Nvidia is building its DSX AI Factory platform to integrate and optimize every stage of an AI factory — from design and construction to operation — and DSX Ready is a qualification program for partner products and solutions that meet the relevant requirements.
LG Electronics also qualified for DSX Ready on Tuesday, meeting Nvidia's requirements with its large-capacity coolant distribution unit (CDU).
LG Energy Solution qualified for the AC energy storage solution category of the DSX Ready program with its high-capacity lithium iron phosphate (LFP)-based JF2 AC Link product.
The product offers high safety, energy efficiency and a long service life, while its modular design shortens construction time. It can also scale flexibly and quickly to keep pace with the continuous expansion of data centers, enabling rapid response to surging large-scale power demand.
The product also excels in power control and load management, underpinned by advanced power conversion system (PCS) technology. It features "AI load leveling" — charging and discharging in sync with sharp fluctuations in AI server power consumption to smooth out load — and enhanced "voltage ride-through" functionality that maintains stable power supply even when grid voltage spikes or drops sharply.
The system can also respond proactively to changes in grid voltage and frequency. Its "grid-forming" control capability keeps power supply stable even when electricity supply becomes unstable, further strengthening data center operational reliability.
LG Energy Solution's inclusion in the DSX Ready program demonstrates not only its battery manufacturing capabilities but also the advanced power control and system integration (SI) capabilities that AI data centers demand — a significant recognition of its technological strength and local business capacity in the North American AI data center market.
"Joining as a launch partner for Nvidia's DSX Ready program is a prime example of LG Energy Solution's competitiveness," a company official said. "As the role of ESS in AI data centers is expected to grow even further, we will seize opportunities ahead of the competition by leveraging our differentiated technology and local production capabilities."
LG Energy Solution currently operates five ESS production bases in North America, manufacturing 100 percent locally across its full ESS product lineup — from cells to packs and links. The company plans to secure more than 50 gigawatt-hours of ESS production capacity in North America by the end of this year.
Building on this local production capacity, the company is not only responding promptly to rapidly rising demand but also passing on policy benefits — such as investment tax credits under the Inflation Reduction Act — to customers. Through its US-based ESS SI subsidiary Vertec, LG Energy Solution also provides total solutions covering battery design, operation and maintenance, rounding out its end-to-end business capabilities.
LG Energy Solution said it plans to use its DSX Ready membership to further accelerate growth in the fast-expanding North American AI data center ESS market.
According to BloombergNEF, power consumption at US data centers is projected to more than double by 2030, rising to 391 terawatt-hours from 180 terawatt-hours last year.
The company plans to expand collaboration with global customers — drawing on its North American production capacity, stable supply chain and system integration capabilities — to continuously identify new contract opportunities in the rapidly growing North American AI infrastructure market.
In May, LG Energy Solution signed a 6-gigawatt-hour ESS battery supply agreement with DTE Energy, a US utility company executing large-scale AI data center projects including one for Oracle. In July, it announced it would supply batteries for a solar and ESS project by Google and Cypress Creek Renewables (CCE).
"Joining as a partner in Nvidia's first-ever DSX Ready program is proof of LG Energy Solution's product competitiveness, optimized for AI data centers," said Kang Chang-beom, executive vice president of LG Energy Solution's ESS Battery Business Division. "We will continue to expand our AI infrastructure business and accelerate growth, backed by our differentiated local production capabilities and technology leadership."
Meanwhile, LG Energy Solution is also actively securing battery raw materials to broaden its influence in the global battery market — most recently signing a 10-year supply agreement with US-based Smackover Lithium for a total of 80,000 metric tons of lithium carbonate.
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