[New Publication Announcement] Global AI Data Center Battery Storage Latest Industry Report ~The Full Picture of Next-Generation DC Infrastructure Transformed by 1500V High Voltage and Materials DX~ Published by CMC Publishing Co., Ltd.

➢ Challenging the physical limits of 1500V high voltage! Insulation and BMS design for next-generation DC architecture! ➢ New material exploration through MI (Materials Informatics). Atomic-level interface control! ➢ Response characteristics to AI's unique steep dynamic loads. Innovation in electrode interfaces controlling capacitor-like behavior! ➢ From theory to implementation for longer life in high-temperature environments. The full picture of thermal stability design to break free from air conditioning dependence! ➢ Negative electrode material performance matrix revealed! Dissecting fragmented technology roadmaps from a materials science perspective! ➢ Conflict between dry process powder design and thick film formation. Process innovation to break through energy density limits! ➢ Crystal structure and operating evaluation data of post-lithium 3 technologies (Na/Ni-Zn/Fe-Air)! ➢ Benchmarking hyperscalers' power strategies. R&D guidelines for 2027!

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### 📘 Book Overview Title: **Global AI Data Center Battery Storage Latest Industry Report ~The Full Picture of Next-Generation DC Infrastructure Transformed by 1500V High Voltage and Materials DX~** (Battery Energy Storage Systems (BESS) for AI Data Centers) Publication Date: March 28, 2026 Format: A4 size, softcover, 122 pages List Price: Main body (book version) 110,000 JPY (tax included) Set Price (Book + PDF version CD): Main body + CD (PDF version) 176,000 JPY (tax included) ISBN: 978-4-910581-83-5 Edited and Published by: CMC Research Co., Ltd.

### 📝 Features of this Book What are "capacitor-like power sources" that respond to the instantaneous currents and dynamic loads unique to AI? This book thoroughly dissects 1500V insulation design, electrode interface control, thick film process, and negative electrode material matrix from a physics and materials perspective. It also covers operating data of post-Li batteries.

### ◎ Upon Publication The rapid expansion of generative AI has transformed data centers from IT facilities into massive power-consuming infrastructure. In the latest AI clusters, power densities reaching several hundred kilowatts per rack are becoming a reality, creating a situation where conventional power supply designs are difficult to cope with. The problem is not merely an increase in power consumption. The characteristics unique to AI operations—load fluctuations, instantaneous currents, and long operating hours—simultaneously demand responsiveness and stability from power systems.

To address this challenge, hyperscalers worldwide are increasingly adopting integrated high-voltage DC power distribution and battery storage. In particular, 1500V class DC power architecture achieves significantly higher efficiency than traditional 48V, 400V, and 800V systems, enabling both reduction in distribution losses and simplification of power equipment. Furthermore, battery storage is expanding its role from backup purposes to power stabilization devices, functioning as a "capacitor-like power source" that absorbs steep power fluctuations of AI loads.

This change significantly impacts not only power supply and battery manufacturers but also material development and manufacturing processes. New technologies such as material design capable of withstanding high voltage and high-temperature environments, high energy density through thick film electrodes, and dry electrode processes are progressively moving towards implementation. Moreover, with the introduction of regulations like Battery Passport, battery traceability and ESG costs are becoming crucial factors for corporate competitiveness.

This report systematically analyzes these structural changes in AI data center power sources from four perspectives: "Market," "Power Architecture," "Materials DX," and "Implementation Technology." Furthermore, it organizes the industrial structure from late 2025 to 2027 based on specific data, including the market oligopoly structure by 30 global leading companies, operating evaluations of post-lithium battery technologies, and hyperscaler power strategies. It provides practical guidelines for understanding AI-era data center power infrastructure.

CMC Research Survey Department

### 📖 Book Structure/Table of Contents Outline **Part I Paradigm Shift in the 2026 Battery Market** Chapter 1 48V/400V/800V→1500V Transition Status and Architecture Optimization 1. Introduction 2. Dynamics Driving High Voltage and Continuity of "Electric Field Stress" 3. Insulation Design Guidelines and Implementation Measures Under High Electric Field Stress 4. Dual Structure of High Voltage 4.1 Intrinsic Evolution: 48V (Revolution within the Rack) 4.2 Extrinsic Evolution: 1500V (Site-wide Infrastructure Revolution) 5. Physical Empirical Rules of "Partial Discharge" in Insulating Materials 6. Causal Chain by "Thermal, Electric Field, and Physical" Integrated Design Chapter 2 BESS/DC Battery Storage Landscape and Deepening Oligopolistic Structure 1. Introduction 2. BESS Market Share by Chemistry Type and Basic Characteristics 3. LFP TCO and Design Criteria 4. Positioning and Limits of LMFP, NCM, etc. 4.1 LMFP 4.2 NCM/NCA (Ternary System) 5. Handling Geopolitics and Price Premiums 6. Permissible Range of "Price Premiums" by Application Chapter 3 Three-Tier Structure of Data Center Battery Storage and the Reality of Market Oligopoly by 30 Global Leaders 1. Introduction 2. Market Oligopoly by Global Leaders 3. Company Analysis: DC Power/Storage (Power Unit, BMS, Cell Manufacturer) ① Schneider Electric ② Vertiv ③ Eaton Corporation ④ ABB ⑤ Huawei ⑥ Mitsubishi Electric ⑦ GS Yuasa ⑧ Toshiba ⑨ Fuji Electric ⑩ CATL ⑪ ZincFive ⑫ Peak Energy ⑬ EnerSys ⑭ Saft ⑮ Ambri ⑯ Form Energy ⑰ Nidec ⑱ Samsung SDI ⑲ Panasonic Holdings (HD) ⑳ Altris ㉑ Enzinc ㉒ Microsoft ㉓ Google ㉔ Amazon (AWS) ㉕ Equinix ㉖ Digital Realty Chapter 4 Battery Passport Operation and Impact on ESG Costs 1. Operating Status of Battery Passport: Compatibility Collapse and Normalization of "Exemptions" 2. Recycled Materials: Reverse Premium and Return to "China Dependence"

**Part II Power/Load Characteristics ~Adaptation to AI-Specific Requirements** Chapter 1 1500V High Voltage and Physical Structure Innovation for PUE Improvement 1. Background: Thermal Density Variation of AI Infrastructure and Limits of UPS Design 2. High Voltage of 1000VDC Class and Above: Transition to 1500VDC Class and Safety Design 3. Paradigm of "Safety Coordination" in High Voltage Implementation 4. Practical Effects of Physical Structure Innovation: All-tabless and Interface Control 5. LCOS Optimization: Air Conditioning ROI and Realistic Goals for Next-Generation Density Chapter 2 Responding to AI Load Fluctuations and Capacitor-like Behavior 1. Transformation to "Capacitor-like Behavior": Physical Specificity of AI Load 2. Peak Shaving and Redefinition of Input/Output Characteristics 3. Three Approaches to Achieve Capacitor-like Behavior 4. Thermal Management and Implementation of "Liquid-Cooled Integrated CTP" Chapter 3 Breaking Through the Limits of "Heat and Power Density" 1. Evolution of Battery Storage Requirements Defined by Hyperscalers 2. Phase 2: Lithium-ion (LFP) Transition and Establishment of "Space Profitability" (2016-2022) 3. Phase 3: AI Cluster Implementation and "Realistic" Battery Storage Requirements (2023-Present 2026)

**Part III Redefining Battery Storage through "Materials DX x Process Innovation": The Optimal Solution for High Efficiency and Low Cost Led by MI and Dry Process** Chapter 1 Interface Design Utilizing MI (Materials Informatics) 1. Paradigm Shift in Battery Development through MI 2. Dynamic Collaboration of Digital Twin and MI: Implementation in Practice and Return on Investment 3. Reality of Hybrid Operation Using "Individual Case Records" Chapter 2 Long-Life Material Design for High-Temperature Operating Environments: Pursuing Thermal Stability Directly Linked to Air Conditioning Power Reduction (PUE Improvement) 1. Introduction 2. Analysis of the Impact of Temperature Design on LCOS (Cost of Storage) in 10MW Class BESS 3. Physical and Chemical Redefinition of High-Temperature Degradation Mechanisms 4. Reinforcement of High-Temperature Resistance through Material Design and its Limits Chapter 3 Negative Electrode Material Performance Matrix: Fragmented Technology Evolution Roadmap 1. Limits of Theoretical Capacity and Economic Rationality 2. Attainment of Graphite Negative Electrodes and Economic Dominance Structure 3. Practical Limits of Si-C Composite Negative Electrodes 4. Essence of High-Si Negative Electrodes 5. 2030: Na-ion vs Graphite LFP Scenario Analysis in the BESS Market Chapter 4 Dry Process Powder Design and Electrode Thick Film Formation 1. Introduction 2. Mechanism of Dry Electrode Forming and Role of PTFE 2.1 Dynamics of Shear-Induced Fibrillation 2.2 Trade-offs in Properties Depending on Fibrillation State 2.3 Process Window for Control 2.4 Uncertainty and Risk of Binder Selection 3. Importance of Powder Design and Process Boundaries 4. Quantitative Evaluation of Manufacturing Cost and Energy Consumption 4.1 Comparison of Process Characteristics (Wet vs Dry) 4.2 Economic Impact and Contribution to LCA 5. Improvement and Limits of Energy Density through Thick Film Formation 6. Evaluation of Impact of Physical Damage Modes 7. Future Challenges: Research and Industry Gap

**Part IV Implementation/Outlook ~25Q4-27 Performance Verification and Roadmap~** Chapter 1 Hyperscaler Power Strategies and the Reality of Lithium Independence 1. Technical Reality of Hyperscale DC Storage and Power Strategies 1.1 Introduction 1.2 Company Analysis ① Google ② Microsoft ③ Amazon (AWS) ④ Meta 2. Analysis of Power/Storage Implementation Status of Major Data Center Operators 2.1 Introduction 2.2 Company Analysis ① Equinix ② Digital Realty ③ Huawei/CATL ④ NTT GDC 3. Operating Status of Advanced DC Providers and Infrastructure Companies 3.1 Introduction 3.2 Company Analysis ① Vantage Data Centers ② SK ECOPLANT ③ GDS Chapter 2 Liquid-Cooled UPS Market 25Q4 Results and 26Q1 Price Trends 1. 26Q1 Market Share and Price Trends of Top 5 Liquid-Cooled UPS Companies 2. Company Analysis ① Vertiv ② Schneider Electric ③ Eaton ④ Mitsubishi Electric ⑤ Delta Electronics Chapter 3 Operating Evaluation of Post-Lithium 3 Technologies (Na-ion/Ni-Zn/Fe-Air) 1. Current Status of Next-Generation UPS Batteries Understood from Actual Operation 2. Company Analysis ① ZincFive ② Tiamat, Natron ③ Form Energy Chapter 4 2026 Strategic Benchmarking of Major Suppliers (Individual Company Analysis) 1. 26Q1 Battery Storage Mega-Supplier Performance Estimates and Price Trends 2. Company Analysis ① LG Energy Solution (LGES) ② Tesla Energy ③ Samsung SDI ④ CATL ⑤ Panasonic Energy

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※Detailed table of contents can be viewed from the link below. 🔗 Detailed Table of Contents/Purchase Page

CMC Research Co., Ltd. (Chiyoda-ku, Kanda-Nishikicho: https://cmcre.com/), which provides cutting-edge technology information and market information, holds seminars and publishes books on market trends and technology trends for various materials and chemicals.

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