Meta backs space solar, 100-hour storage

This reads less like moonshot PR and more like a signal that hyperscale AI is now competing for future power, not just chips and model talent.

• –Overview Energy is pitching orbit-to-grid solar that can keep existing solar farms producing after sunset, which could raise utilization without new ground footprint.
• –Noon Energy’s modular reversible solid oxide fuel cell system targets 100+ hours of storage, filling the multi-day gap that lithium-ion still handles poorly.
• –Meta reserving capacity this early shows big tech is starting to underwrite frontier energy tech years before it is commercially mature.
• –The timelines matter: 2028 pilot and 2030 commercial delivery mean this is a long bet on future grid capacity, not near-term relief for data center load growth.