South Korean battery makers have garnered an outlet for North American plants built for a faster electric vehicle (EV) transition thanks to Nvidia’s Sept. 21 decision to qualify LG Energy Solution (LGES) for its new DSX Ready AI-factory program.

But the storage pivot can raise factory utilization without recreating EV-era returns and forces Korean manufacturers deeper into a lithium-iron-phosphate (LFP) market dominated by China.

LGES is one of three initial battery energy storage system suppliers in Nvidia’s program, alongside Hitachi Energy and Tesla. Its LFP-based JF2 AC Link battery energy storage system productis designed to smooth sudden artificial intelligence