Panasonic has said demand for backup batteries is rising quickly, and it is largely driven by the expansion of AI infrastructure that requires stable, continuous power. It has already allocated around 80% of its planned output to existing customers, leaving only a limited share for new buyers attempting to scale systems.
We use rack mounted LiFePO for some of our network nodes that don’t have local facility provided UPS. But I do notice Lead Acid often as I visit various small datacenters. My guess would be that Lithium is still more niche