General Motors will launch a software update enabling US EV owners to sell power back to the grid to help balance surging demand from AI data centers. The automaker is developing sodium-ion battery chemistry and a cheaper, more durable large-scale storage battery as it doubles down on its energy technology business.
General Motors plans an over-the-air software update later this year that will allow select US EV owners to feed power back into the electricity grid. This feature targets balancing spikes in demand driven by the rapid buildout of AI data centers, positioning GM EVs as mobile energy assets.
AI data centers are driving historic electricity consumption, prompting GM to pivot part of its electric strategy toward energy services. The automaker sees opportunity in offering grid stabilization and ancillary services, creating recurring revenue streams beyond vehicle sales.
GM is investing in sodium-ion battery chemistry and aims to produce a lower-cost, more durable large-scale storage battery. These developments are designed to support its expanding energy business and reduce reliance on traditional lithium-ion systems.

Reuters