Justin Lopas, Base Power | theCUBE + NYSE Wired: AI Factories - Data Centers of the Future

In this interview from theCUBE + NYSE Wired: AI Factories - Data Centers of the Future, Justin Lopas, co-founder and chief operating officer of Base Power, joins theCUBE's John Furrier to discuss how distributed battery networks installed on single-family homes are solving the grid's critical energy delivery bottleneck. Lopas explains how Base Power designs and manufactures batteries in Austin, Texas, then installs and operates them on homes to shave peak demand and fill usage valleys — unlocking stranded capacity already sitting on the existing grid. With over 100 installations per day, the company has become the fastest-deploying battery storage developer in Texas. The conversation also explores Base Power's dual go-to-market strategy: in deregulated markets, the company acts as a retail electric provider, saving homeowners 10% to 20% on monthly bills; in regulated markets, it partners with utilities such as CoServ and El Paso Electric, offering them command-and-control access to the battery fleet through a purpose-built software stack. Lopas details how the platform enables locationally aware dispatching — charging batteries in regions with surplus energy while discharging where demand spikes. Drawing on his experience at SpaceX and Anduril, he describes the operational discipline behind treating field deployment as a factory process, with pit-stop efficiency metrics governing every installation. From manufacturing batteries in a repurposed Austin printing press to positioning the home as an intelligent edge node for the electrified, AI-driven future, Lopas provides a roadmap for why delivering energy — not just generating it — is the true bottleneck of the AI era. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Exploring Base Power: Origins and Ambitions 03:03 - Disrupting Legacy Industries with New Technology 05:19 - Addressing the Grid's Challenges and Solutions 08:30 - Software and Technology in Power Management 12:21 - Strategic Alliances and Financial Foundations in Energy Industry 16:55 - Recent Momentum and Expansion Plans 19:21 - Integrating Future Innovations: Home Deployment, Customer Reactions, and AI-Driven Energy Solutions #theCUBE #AIFactoriesDataCenters #theCUBEresearch #NYSEWired #BasePower #AI #EnergyStorage