포드, AI발 전력 수요 급증에 에너지저장 사업 승부수

Ford's $2 billion investment in energy storage reveals AI's seismic impact on industrial strategy—grid battery demand is forecast to reach 100+ GWh by 2030, creating a recession-resistant, high-margin market that legacy automakers are racing to dominate. Securing production capacity and cloud provider contracts early will be as strategically vital as EV leadership once was.