Samsung’s Energy Play: How Battery Storage Became Central to its Top 10 AI Projects in 2025

Samsung’s 2025 artificial intelligence strategy is fundamentally dependent on building out the energy infrastructure to power it, with a major focus on deploying large-scale Battery Energy Storage Systems (BESS). This strategic dependency is evidenced by massive commitments announced during the year, including a 350-megawatt (MW) BESS development in Texas with Land Bridge and a global 10 gigawatt-hour (GWh) partnership with Hithium. The dominant theme for 2025 is Samsung’s pivot from being merely a component supplier to an end-to-end architect of the AI ecosystem, where securing stable, high-capacity power is as critical as manufacturing next-generation semiconductors.

The Top 10 Samsung AI Projects of 2025

An analysis of Samsung’s activities in 2025 reveals a comprehensive strategy to dominate the AI value chain. The company is investing across semiconductors, infrastructure, and strategic partnerships, with a notable emphasis on the energy systems required to support the AI boom. The following ten projects, ranked by date, represent the company’s most significant AI-related initiatives during this period.

1. Land Bridge and Samsung C&T Permian BESS Projects

Company: Samsung C&T, Land Bridge
Installation Capacity: 350 MW
Applications: Providing stable grid power for energy-intensive infrastructure, including AI data centers in the Permian Basin.
Source: Land Bridge, Samsung plan 350-megawatt battery projects in …

2. 2 nm Gate-All-Around (GAA) Semiconductor Process Advancement

Company: Samsung Foundry
Installation Capacity: N/A (Process Technology)
Applications: Manufacturing high-performance, power-efficient chips for AI training and inference. Initial yields reported at 55-60%.
Source: [News] Samsung Reportedly Hits 55–60% 2 nm Yields, Eyeing an …

3. Five-Year AI and Technology Investment Plan

Company: Samsung Group
Installation Capacity: $310 billion
Applications: Capital expenditures in advanced semiconductors, AI R&D, and strategic acquisitions to bolster its AI ecosystem.
Source: Samsung plans $310 B investment to power AI expansion

4. NVIDIA and Samsung Collaborative “AI Factory”

Company: Samsung, NVIDIA
Installation Capacity: Over 50, 000 NVIDIA GPUs
Applications: Integrating accelerated computing and generative AI into Samsung’s manufacturing and research processes.
Source: NVIDIA (NVDA), Samsung to build AI factory with … – Stock Titan

5. Samsung SDS Bid for South Korea’s National AI Computing Center

Company: Samsung SDS
Installation Capacity: 15, 000 GPUs by 2028
Applications: Building and operating a sovereign AI infrastructure resource for public and private sector R&D in South Korea.
Source: Samsung SDS Sole Bidder for National AI Computing Center

6. Strategic Partnership with Open AI for “Stargate” AI Supercomputer

Company: Samsung, Open AI
Installation Capacity: Part of a $500 billion global project
Applications: Supplying critical components like HBM (High Bandwidth Memory) chips and infrastructure for Open AI’s next-generation AI supercomputers.
Source: Samsung and SK Hynix to feed Open AI’s megaproject – The Register

7. CMC and Samsung C&T “AI Heart” Data Center in Vietnam

Company: Samsung C&T, CMC Group
Installation Capacity: 30 MW (Phase 1), expanding to over 100 MW
Applications: Developing a large-scale, AI-focused data center in Ho Chi Minh City to serve Southeast Asia.
Source: Vietnam’s CMC inks $1 B data center deal with SAMSUNG C&T

8. AI Chip Manufacturing Deal with Tesla

Company: Samsung Foundry, Tesla
Installation Capacity: $16.5 billion
Applications: Manufacturing custom silicon for Tesla’s autonomous driving systems, Optimus robot, and Dojo AI supercomputer.
Source: Samsung inks $16.5 billion Tesla AI chip deal – Tom’s Hardware

9. AI-for-RAN Development with Keysight and NVIDIA

Company: Samsung, Keysight, NVIDIA
Installation Capacity: N/A (R&D Collaboration)
Applications: Developing AI models on the NVIDIA AI-AERIAL platform to optimize the performance and power consumption of 5 G/6 G Radio Access Networks (RAN).
Source: Keysight and Samsung Advance AI-for-RAN Based on the NVIDIA AI …

10. Hithium and Samsung C&T 10 GWh Battery Storage Partnership

Company: Samsung C&T, Hithium
Installation Capacity: 10 GWh
Applications: Global deployment of large-scale BESS solutions to support grid stability and power industrial applications, including AI data centers.
Source: Hithium, Samsung C&T Corporation partner on 10 GWh battery …

Table: Top 10 Samsung AI and Energy Infrastructure Projects (2025)

From Grid Support to AI Enablement: BESS Goes Mainstream

The pattern of adoption in 2025 shows BESS technology transitioning from a peripheral grid-support role to a core component of the digital infrastructure stack. Samsung’s projects are not aimed at general renewable energy integration; they are explicitly targeted at ensuring power reliability for the most demanding computational workloads in history. The partnership between Samsung and NVIDIA to build an “AI Factory” for manufacturing optimization highlights the internal need for massive, stable compute. This internal demand, mirrored by external clients like Tesla and partners like Open AI, creates a clear business case for investing in dedicated energy solutions. By building its own BESS capacity through Samsung C&T, the company is effectively de-risking its multi-billion-dollar semiconductor and data center investments from grid volatility and power shortages, a problem plaguing AI deployments globally.

Powering the AI Corridors: A Global BESS Footprint

Geographically, Samsung’s BESS strategy is focused on regions where energy and technology intersect. The selection of the Permian Basin in Texas for the 350 MW project is highly strategic. The area is an energy hub with significant land availability and growing demand from industrial and tech sectors, making it an ideal location to pioneer large-scale BESS for AI infrastructure. However, the 10 GWh global partnership with Hithium and the “AI Heart” data center in Vietnam demonstrate that this is not a localized U.S. strategy. It is a global blueprint. Samsung is positioning itself to build out the necessary power infrastructure in key international markets, enabling it to support the worldwide expansion of AI and secure its role as a foundational partner for hyperscalers and sovereign AI initiatives.

Beyond the Pilot: BESS at Hyperscale

The scale of Samsung’s 2025 BESS commitments signals that the technology is fully mature and commercially bankable for mission-critical applications. Projects measured in hundreds of megawatts and gigawatt-hours are not experimental pilots; they are industrial-scale infrastructure deployments. Samsung’s engineering and construction arm, Samsung C&T, is treating BESS as an asset class on par with data centers or fabrication plants. The partnership with a specialized manufacturer like Hithium further underscores this maturity, indicating a robust supply chain and a move towards deploying standardized, high-capacity systems. For Samsung, BESS is no longer a “clean tech” initiative but a fundamental pillar of its core business strategy, essential for guaranteeing the performance and uptime of its AI-related products and services.

The New Moat: Why Energy is the Next Frontier in AI

Looking forward, Samsung’s 2025 investments reveal a critical insight: the next competitive battleground in AI will be fought over power. While the industry has been fixated on chip performance (like Samsung’s own 2 nm GAA process), Samsung is building a more durable competitive moat. Its unique ability to leverage different divisions—Samsung Electronics for chips, Samsung SDS for IT services, and Samsung C&T for data centers and power plants—allows it to offer a vertically integrated solution that competitors cannot easily replicate. By securing the energy supply chain with BESS, Samsung is not just selling components; it is selling certainty. This strategy positions the company to solve the looming energy bottleneck for the entire AI industry, transforming it from a hardware supplier into an indispensable architect of the AI-powered future.

Power Availability A Key Bottleneck for AI Scaling

This chart quantifies the section’s core argument that power is a primary constraint to scaling AI, reinforcing why energy is the next competitive frontier. It visualizes the problem that Samsung’s vertically integrated energy and chip strategy aims to solve.

(Source: Epoch AI)

Frequently Asked Questions

Why is Samsung investing so heavily in Battery Energy Storage Systems (BESS) as part of its AI strategy?

Samsung is investing in BESS to ensure a stable and reliable power supply for its energy-intensive AI infrastructure, such as data centers and semiconductor fabrication plants. The article explains that this strategy is critical to de-risk its multi-billion-dollar AI investments from grid volatility and power shortages, guaranteeing the performance and uptime required for AI workloads.

What are the two most significant BESS projects Samsung announced in 2025, according to the article?

The two most significant BESS projects mentioned are a 350-megawatt (MW) BESS development in the Permian Basin, Texas, in partnership with Land Bridge, and a global 10 gigawatt-hour (GWh) battery storage partnership with Hithium for worldwide deployment.

How does Samsung’s energy strategy connect to its semiconductor business?

Samsung’s advanced semiconductor projects, like the 2 nm GAA process and manufacturing chips for Tesla and OpenAI, create immense demand for power. By building out BESS capacity, Samsung ensures that the data centers and AI supercomputers using these high-performance, power-hungry chips have the stable energy required to operate effectively, thus supporting the entire AI value chain from chip manufacturing to final application.

Is Samsung’s BESS and AI infrastructure strategy focused only on the United States?

No, it is a global strategy. While the 350 MW project in Texas is a major U.S. initiative, the article also highlights a global 10 GWh partnership with Hithium and the development of the ‘AI Heart’ data center in Vietnam, demonstrating Samsung’s plan to build out power infrastructure in key international markets.

Which different Samsung companies are working together to achieve this integrated AI and energy vision?

The article points to a vertically integrated approach involving multiple divisions. Key players include Samsung C&T (the engineering and construction arm handling BESS and data center projects), Samsung Electronics (for semiconductors like 2nm chips and HBM memory), and Samsung SDS (the IT services arm bidding on projects like South Korea’s National AI Computing Center).

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