광고
광고

SKIDIA's PaperBoy

EN WIRE · 2026-09-23 11:21

Tesla, Hitachi Join LG Energy Solution on Nvidia's 'AI Factory' Power Alliance

Mostly True

Tesla, Hitachi Join LG Energy Solution on Nvidia's 'AI Factory' Power Alliance
Image source: 조사 출처

LG Energy Solution, Tesla and Hitachi have all been listed alongside Nvidia in power-supply partnerships for the U.S. chipmaker's "AI factory" data center initiative, though the three companies joined at different times rather than simultaneously, and Tesla itself has made no official announcement of its participation.

원문 주장 (KR)
LG엔솔 이어 테슬라·히타치도 엔비디아 'AI 팩토리' 전력 동맹 합류

Three partners on Nvidia's power roster

Nvidia's AI factory push, which pairs its data center systems with large-scale power infrastructure, now includes LG Energy Solution — which announced its own collaboration with the chipmaker — as well as Hitachi and Tesla. Hitachi Energy has publicly released materials referencing its work with Nvidia on battery energy storage systems (BESS) for AI data centers, and LG Energy Solution has published announcement material on its website covering its role in supplying power equipment for the initiative.

Tesla's participation without its own announcement

Tesla's inclusion in the alliance differs from the other two: the U.S. electric vehicle maker has not issued its own announcement regarding the Nvidia partnership. Its involvement is reflected in Nvidia-side materials rather than a standalone company declaration.

The phrase "followed by" in describing the group's formation suggests a sequential joining pattern, while the listings actually appeared in a more compressed time frame — a nuance that matters for how the alliance's growth is understood.

What is and is not confirmed

LG Energy Solution's and Hitachi's roles are supported by their own published materials and Nvidia's. Tesla's status rests on its appearance in Nvidia-related materials without a corresponding announcement from Tesla itself, leaving the precise scope of its participation unconfirmed.

The claim that Tesla and Hitachi joined LG Energy Solution in Nvidia's AI factory power alliance is largely accurate in substance, but the "followed by" framing overstates a sequential narrative and Tesla's participation lacks its own official announcement — making the overall claim Mostly True.

Sources — primary documents (11)
  1. https://blogs.nvidia.com/blog/dsx-ready-ai-factories-power-cooling/
  2. https://www.nvidia.com/en-us/data-center/products/dsx/dsx-ready/
  3. https://news.lgensol.com/company-news/press-releases/5294/
  4. https://www.hitachienergy.com/us/en/news-and-events/features/2026/09/hitachi-energy-s-battery-energy-storage-system-qualifies-as-nvidia-dsx-ready-bess
  5. https://www.tmcnet.com/usubmit/2025/10/28/10279371.htm
  6. https://marketplace.nvidia.com/en-us/enterprise/dsx-infrastructure/?category=bess&validationStatus=NVIDIA+DSX+Ready
  7. https://x.com/Tesla_Megapack/status/2102131965835321688
  8. https://x.com/NVIDIAAIInfra/status/2102141432261640437
  9. https://blogs.nvidia.com/wp-content/uploads/2026/09/end-to-end-press-dsx-ready-kv-1920x1080-1.png
  10. https://news.lgensol.com/wp-content/uploads/2026/09/LGES_LG-Energy-Solution-JF2-AC-LINK_PNG_492KB-1.webp
  11. https://dynamicassets.hitachienergy.com/adobe/assets/urn:aaid:aem:49391462-387b-4aac-baea-3a0af3a7a1f3/as/nvidia-banner-bess.jpg?width=1200&height=514

KR: /news/20260923-8e285e · 판정: 대체로 사실