行家说储能·2026-03-18 04:11Core Viewpoint - The article highlights the increasing demand for energy storage solutions in the AIDC (Artificial Intelligence Data Center) sector, emphasizing recent orders secured by companies like Canadian Solar and Nandu Power, which indicate a growing market opportunity in this field [2][3][5][6][7]. Group 1: Company Developments - Canadian Solar's subsidiary, e-STORAGE, signed a supply agreement for a 2.5GWh energy storage system for a data center project in the U.S., with delivery expected to start in March 2027 [3][5]. - Nandu Power announced a 117MWh energy storage project in Australia, utilizing its self-developed Center L Plus liquid-cooled storage system, which has been successfully applied in various large-scale projects globally [7][9]. - Nandu Power's total disclosed energy storage orders since 2026 amount to approximately 1.85GWh, including projects in Greece and Gansu [7][9]. Group 2: Market Trends and Predictions - The AIDC energy storage market is projected to experience explosive growth, with an expected addition of 20-30GWh in 2026, representing a year-on-year increase of 40%-50% [6]. - The global market for energy storage in the AIDC sector is anticipated to exceed 300GWh from 2026 to 2030, indicating significant growth potential [6]. - The competitive landscape in the U.S. AIDC energy storage market is currently dominated by 3-4 major players, with only a few leading Chinese companies making slow progress in order fulfillment due to performance and certification barriers [6]. Group 3: Industry Collaboration and Events - To enhance collaboration within the AIDC energy storage ecosystem, two forums are scheduled: one on April 10 focusing on the synergy between energy storage and third-generation semiconductors, and another on June 2 addressing multi-scenario applications [10]. - These forums aim to create a comprehensive closed-loop system for resource allocation, application needs, and commercialization within the AIDC supply chain [10].