Ford pivots its Kentucky battery plant from EVs to AI data centre storage in a $2 billion bet

https://media.thenextweb.com/2026/06/ford-energy-battery-storage-ai-data-centres.avif

TL;DR

Ford has launched Ford Energy, a $2 billion subsidiary that will manufacture grid-scale battery storage systems for data centres and utilities using CATL-licensed LFP technology at a repurposed Kentucky plant. It has already signed a five-year deal with EDF Power Solutions for up to 20 GWh.

Ford has launched Ford Energy, a wholly owned subsidiary that will manufacture large-scale battery energy storage systems for utilities, data centres, and industrial customers. The company has committed roughly $2 billion to the operation, which repurposes a Kentucky plant originally built for electric vehicle batteries.

The subsidiary is led by Lisa Drake, who reports directly to Ford vice chair John Lawler. It marks the clearest signal yet that Detroit’s legacy automakers see more immediate profit in powering the AI infrastructure boom than in making the cars that were supposed to justify their battery investments.

What Ford Energy builds

The flagship product is the...

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