AI Weekly Malaysia

Form Energy raised $750M to scale manufacturing of its iron-air batteries in West Virginia, which can discharge for up to 100 hours versus the few hours typical of most grid storage. Google is buying a 30GWh Form battery for ~$1B to power a Minnesota data center, and Crusoe ordered 12GWh, driven by AI data centers expected to quadruple U.S. electricity use by 2035. The batteries use iron instead of lithium/cobalt/nickel, with 80% of materials sourced from the U.S. to reduce China dependence.

Why: If you're building AI infrastructure or SaaS with heavy compute needs, energy availability and cost are becoming the binding constraint, not GPU supply. Malaysia's own data center boom (especially Johor) faces the same grid-capacity pressure this article describes for the U.S. — founders scaling compute-heavy products should factor multi-day power storage and renewable intermittency into long-term cloud cost projections, since hyperscalers will pass these energy costs through.

BMW Malaysia and Universiti Malaya have deployed a mobile device charging station at UM Sentral powered by a Battery Energy Storage System (BESS) built from retired BMW EV and PHEV batteries, with rooftop solar charging. BMW Malaysia has recovered over 13,600 retired EV battery units to date from its fleet of 38,700+ delivered electrified vehicles, with batteries retired once State of Health drops below 70%.

Why: For hardware or IoT builders in Malaysia, this signals a growing local supply of second-life EV batteries and a working pipeline (UMPEDAC) for evaluating and repurposing them—relevant if you're building energy storage, rural electrification, or campus infrastructure projects. Software-only builders and SaaS founders have little to act on here.