00:00Google just spent $1 billion on a battery that runs on rust.
00:03And it changes everything about how AI will get its power.
00:07Here's the problem keeping AI engineers awake at night.
00:09Data centers need power 24 sevens.
00:12But lithium batteries die after four hours.
00:14Solar stops at sunset.
00:16Wind stops when it's calm.
00:18Google found a startup called Form Energy in Berkeley.
00:21Their battery uses iron, oxygen, and water.
00:24Literally controlled rusting to store energy.
00:26When iron rusts, it releases electrons.
00:29Reverse the rust.
00:31Store power again.
00:32100 hours of continuous power storage.
00:34Not four hours.
00:36Not 12.
00:37Four days and nights of backup power from a single charge.
00:40Why does this matter?
00:42AI data centers are now the fastest growing electricity consumers on Earth.
00:46ChatGPT alone uses as much power as a small city.
00:49These facilities cannot go dark for even a second.
00:52Google bought 300 megawatts of these iron air batteries.
00:55That's enough to power 250,000 homes.
00:58Form Energy is now raising $500 million in planning and IPO.
01:02No lithium.
01:03No cobalt.
01:04No nickel.
01:04Just iron and air.
01:05The cheapest, most abundant materials on Earth.
01:08While everyone fights over lithium mines, Form Energy buys scrap metal.
01:12The catch?
01:13These batteries are massive.
01:14We're talking warehouse-sized installations.
01:17You won't put this in your Tesla, but for data centers with acres of land?
01:20Perfect fit.
01:21This kills the fossil fuel backup industry.
01:24Right now, most data centers run on diesel generators or natural gas peaker plants when
01:29batteries die.
01:30Iron air replaces them completely.
01:32While everyone obsesses over solid-state lithium and sodium ion, Google just bet a billion dollars on rust.
01:37Sometimes the future isn't shiny and new.
01:39Sometimes it's just really good chemistry.
01:41And that means it's solid waste.
01:41At least some food京 лесop 소� have produced an industrial motor begin to power efficiency.
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