At CES 2026, amidst the spotlight on AI breakthroughs such as autonomous vehicles and humanoid robots, a crucial battle simmers quietly in the global AI data center (AIDC) industry. This competition shifts the focus from algorithms and chip performance to the backbone of AI infrastructure: reliable and affordable energy supply. Chinese-made lithium batteries, particularly lithium iron phosphate (LFP) cells, have become a decisive factor in this evolving contest.