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GM just hit pause on part of its EV battery strategy… and pressed play somewhere else. The automaker is retooling a Tennessee battery plant to produce energy storage batteries instead of EV cells, while bringing 700 workers back to support the shift. Why? Because EV demand has cooled, but demand for energy storage, especially driven by AI data centers, is exploding. That’s a pretty clear signal. The battery race isn’t slowing down. It’s just shifting lanes. For dealers, this is another reminder that the EV conversation isn’t only about vehicles anymore. It’s about energy, infrastructure, and where demand actually shows up next. Watch the full episode at the link in our bio.
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