What Dylan Patel thinks about batteries

@dylan-patel · 50 positions · On ppll ↗

Founder and chief executive of SemiAnalysis, the research firm that tracks the semiconductor and AI data-centre supply chain.

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1 dated position, 2026, in their own words. Our reading of what Dylan Patel has said — not written or endorsed by them.

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1. 13 Mar 2026

   Our readingAbout a fifth of the US grid could be freed for data centres just by covering the yearly peak with batteries or peaker plants.

   data centers

   Their wordsThen all of a sudden, you've unlocked 20% of the US grid for data centers because most of the times that capacity is sitting idle and it's really only there for that peak, right? Which is a day or two, right?

   ↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com 21st of 28 in this recording