SoftBank plans to make large-scale batteries for AI data centres

SoftBank Group’s mobile unit announced plans to launch large-scale battery cell manufacturing at its Sakai, Osaka plant beginning in April 2025. The initiative targets growing energy needs for AI data centers, with a goal of producing one gigawatt-hour of energy storage systems annually—ranking it among Japan’s largest facilities. The company will collaborate with South Korea’s Cosmos Lab and DeltaX to achieve this, leveraging Cosmos’ zinc-halogen technology for safer batteries and DeltaX’s expertise in high-energy-density designs. SoftBank will deploy the batteries for AI data centers, grid applications, factories, and industrial/residential uses, with potential expansion into global markets. Two ventures will support this: AX Factory, a hub for AI data center operations and hardware, and GX Factory, a manufacturing center for next-gen batteries, solar panels, and related products. By fiscal 2030, the battery business aims to generate over 100 billion yen (S$808 million) in annual revenue. The move aligns with CEO Junichi Miyakawa’s strategy to position SoftBank as an AI enabler, including upgrading its nationwide mobile networks for AI devices like warehouse robots. Founder Masayoshi Son’s vision also drives SoftBank’s push into the global AI race. The project marks SoftBank’s entry into battery manufacturing, further diversifying its technological portfolio beyond telecommunications.