Re: "The leading cloud companies have a responsibility to address this energy usage"
Here's an idea : how about pushing molten salt reactors that use Thorium ?
Problem is that batteries are a net consumer of power. Add in the considerable capital costs, factor in the energy losses, and batteries struggle. Certainly there's use cases (eg the recent EFR auction for those who know what I'm on about), but batteries have to cost about 20% of current costs before they change the world.
Ultimately storage will change the energy world (for better or worse!) but betting on any particular chemical battery is risky, particularly as supercapacitors develop. Likely outcome is a mix, but how much of a gambler is you typical investors