Energy Vault has secured a 1.25 GW agreement linked to a hyperscaler AI data center in Texas
The project will combine battery storage, power conversion, software, and Caterpillar-based generation
Initial installations are expected within 4 to 12 months, according to the company
US-based energy storage company Energy Vault Holdings has signed a strategic agreement to supply 1.25 GW of integrated power infrastructure for a hyperscaler AI data center campus in Texas.
Robert Piconi, the Chairman and CEO of Energy Vault, called it the company’s largest single contract executed to date. He said it establishes a repeatable commercial platform that can support future expansion aligned with growing investments in hyperscale AI infrastructure.
Under the agreement, Energy Vault said it will provide battery energy storage systems (BESS), grid-forming power conversion systems, and AI infrastructure control software, while its power-generation EPC partner will provide turnkey generation and plant integration using Caterpillar generator sets.
In other words, Energy Vault explains that the solution combines power generation, battery storage, and electrical infrastructure into a single system. It is designed to respond to rapid changes in AI data center demand while managing power quality and grid stability.
Analysts at Roth see this deal as an ‘important validation’ of the company’s strategy to expand beyond standalone storage into integrated power infrastructure for data centers.
Energy Vault also shared that it will pursue additional hyperscaler, neocloud, and AI infrastructure opportunities with its EPC partner in markets experiencing grid capacity constraints, increasing electricity demand, and extended utility interconnection timelines.
Listed on the NYSE as NRGV, Energy Vault expects the agreement to have a $500 million to $600 million revenue impact during H2 2026 and 2027.
The initial deployment is backed by a customer contract, with installations expected over the next 4 to 12 months. This will support an accelerated speed-to-power schedule that’s not dependent on traditional utility interconnection timelines.
Recently, Energy Vault announced the appointment of former BlackRock Senior Portfolio Manager and Investment Committee Member of its Direct Private Opportunities (DPO) group, Nitin Dahiya, as the company’s Chief Financial Officer.
Earlier this year, Energy Vault ventured into Japan with the acquisition of an 850 MW IPP portfolio in Japan, expanding its active global portfolio to over 1 GW of critical energy and AI compute infrastructure.
