CATL's Robin Zeng leverages 40% battery share to chase AI power demand

Robin Zeng, who leads the world's largest EV battery maker CATL, is seeking to capture surging power demand from AI data centers while commanding roughly 40% of the global EV battery market. Industry outlet The Information cast him as the "Jensen Huang of batteries," citing his detail-obsessed management style and dominant market position. Just as NVIDIA's CEO controls AI compute, Zeng increasingly holds the energy-storage backbone that underpins everything from EVs to data centers.