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LG Energy Solution Joins Nvidia’s DSX Ready Program, Targets AIDC ESS Market

TECHWORLD ·

LG Energy Solution's JF2 AC Link product, which has joined NVIDIA DSX Ready. [Photo: LG Energy Solution]

✦ AI Summary

LG Energy Solution was selected as a BESS partner for Nvidia’s "DSX Ready" program.

There are three BESS companies selected worldwide, and LG Energy Solution is the only one among Korean battery companies.

LG Energy Solution plans to expand its ESS business for AIDC and win new orders based on its North American production and SI capabilities.

LG Energy Solution will participate in Nvidia’s next-generation AI factory ecosystem. The company was named in the battery energy storage system (BESS) category and plans to expand its business based on ESS products for AI data centers (AIDC). It also plans to leverage its North American local production capabilities.

LG Energy Solution said on the 22nd that it had been selected as a BESS partner for Nvidia’s "DSX Ready" program. There are three BESS companies selected worldwide, and LG Energy Solution is the only one among Korean battery companies.

DSX Ready is a program that qualifies products and solutions that meet the design, build, and operation requirements of Nvidia’s "DSX AI factory" platform, which is currently under development. An AI factory is a data center environment that integrates computing, power, and cooling infrastructure for large-scale AI processing.

AI data centers (AIDC) need to respond to sudden changes in power load. As the scale of AI processing grows, fluctuations in server power consumption also widen. Accordingly, stable power supply and load management are seen as key challenges.

LG Energy Solution said it met the DSX Ready requirements in the AC energy storage solution category with its LFP-based "JF2 AC link." The "JF2 AC link" adopts a modular design, allowing capacity to be flexibly expanded in response to changes in data center scale.

The product is equipped with load and power control functions based on a power conversion system (PCS). When AI server power consumption changes sharply, it supports the "AI Load Smoothing" function, which eases the load by adjusting ESS charging and discharging.

It also supports the "Voltage Ride-Through" function, which maintains power supply even amid voltage fluctuations, and adds control functions that actively respond to changes in grid voltage and frequency, as well as Grid-Forming technology. Through this, it supports stable ESS power supply even when power supply is unstable, with a focus on improving AIDC operational stability.

In addition to product competitiveness, LG Energy Solution is using its North American local production capabilities as a foundation for business expansion. The company operates 5 North American ESS production bases, and its local North American production scope covers cells, packs, and links. The company said it plans to expand North American ESS production capacity to more than 50GWh by the end of this year.

The ESS SI subsidiary in the United States is Vertech. Vertech has capabilities in battery design, operations, and maintenance support. LG Energy Solution is responding to AIDC customers’ power infrastructure demand with a strategy that combines such SI capabilities with its local production base.

On this foundation, LG Energy Solution continues supplying ESS linked to North American AI infrastructure. In May, it signed a contract to supply 6GWh of ESS batteries to U.S. utility company DTE Energy. In July, it agreed to supply batteries for a solar-plus-ESS project being pursued by Google and Cypress Creek Energy (CCE).

With its entry into DSX Ready, LG Energy Solution plans to expand new ESS order opportunities centered on North American AIDC customers. Behind this move is the rising need for data center power stability and load management as AI processing expands.

Accordingly, LG Energy Solution plans to enhance its market responsiveness by combining local production, power control, and SI capabilities. Kang Chang-beom, executive vice president of LG Energy Solution’s ESS Battery Business Division, said joining the DSX Ready partner program was the result of recognition for the company’s product competitiveness optimized for AI data centers, and added that the company plans to expand its AI infrastructure business scope and accelerate growth based on its local production capabilities and technological prowess.

Source: TECHWORLD · Kim Seung-gi
Original: https://www.epnc.co.kr/news/articleView.html?idxno=407286

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