During the QS Q2 call Siva said that the 800 V DC transition and megawatt-scale racks in AI data centers are expected to be deployed toward the end of 2028.
He noted that QS needs to be ahead of that with an integrated product ready for delivery.
So to accomplish that SOMEBODY needs to make ceramic separators, right?
To make ceramic separators one needs a Cobra machines, right?
Grok estimates equipment ordering, installation, process qualification, and yield ramp could take 6-18 months depending on if supply chain or customization hurdles arise.
March 1, 2027 is 18 months before Sept 1, 2028 using that as Siva’s late 2028 date QS needs to have an integrated product ready.
But before ANYBODY can build a Cobra that company (Corning or Murata) needs to sign a license agreement which IMO is a material event. Meaning it must be disclosed in an 8K at least.
So we are around 7 months away from a possible drop dead date if Siva wants to hit his 2028 stated objective for QSDC.
Plus Siva has ALL of his 2026 Goals still to hit in these next 120 days.
Will Siva keep his record perfect going of delivering their objectives on time or has Siva and QS bit off more than they can chew?
The clock is ticking………….
@quantumscape
Tim,
Here’s a suggestion, with the Quarterly meeting coming up Wed.
Never has Siva acknowledged the retail QS investor who holds 40-45% ownership. Nor has Siva ever acknowledged a question on these calls coming from retail.
You openly ask for questions which retail submits hundreds yet Siva ignores us.
So on this call, could you ask Siva during the Q&A session to take one or two of our retail questions and respond.
Retail owns more of QS than VW and they get 2 board seats. Based on that we should have at least 4.
An detailed update on the 4 goals as we are almost 60% through the year and not one has been achieved yet would be appreciated.
An update on Eagle yield and scalability would be my second Q. With Ducati failing to update their demo bike let alone even show it at their 100 anniversary show was extremely disappointing.
Finally how about a fresh update on the Honda JRA and is the expectation it becomes a JDA or more by years end and does Japan’s METI focus provide QS with a near complete Asia Ecosystem to link to?
Please don’t ignore the retail investors who have been so loyal to you and QS.
@ironmantimholme
I posted this on Reddit earlier but wanted to also include it here as many were disappointed with the Ducati 100 year celebration and lack of showing off a Ducati motorcycle with QS inside.
I too am disappointed in Ducati and VW after a big zero this weekend and having a Ducati QSE Battery pack for over 10 months. It tells be electric racing motorcycles is not that high up on Ducati’s priority list most likely.
Which is why IMO any auto news on QS will now be coming from Honda. Honda provides a 2nd communication pipeline that QS didn’t have a month ago and this communication pipeline, VW has zero control over.
Honda is in a dog fight with China and IMO is why they were willing to allow QS to disclose their name as a JDR partner. They understand and welcome the benefit PR news can bring IMO
Plus Honda is much more diverse than VW in terms of business units with auto, motorcycle, AI, robots, drone/eVTOL & Tools. They see the real value & future demand of higher energy density solutions.
Which is why Honda bought out LG‘s interest/control of the Jeffersonville, OH plant which is 2M sq ft as Honda moves to service AI applications which can also include future on the rack applications.
I expect Honda to beat Ducati to market with the first motorcycle with QS inside. Why? Because once the Japanese make a decision they drive it. They know they must leapfrog lithium-ion and they can not be a me to provider as they lose that low cost provider game all day long within their DC.
As I have posted it would not surprise me to see Honda roll out a Motorcycle like the WN7 at the Nov Milan Show.
Regardless I believe the next announced partner within 6 months, will be from the AI market either a major system integrator, possible Delta Electronics which is today tripling their Plano, Tx manufacturing footprint and/or a big 4 hyperscaler who has interest in being first in line to demo/test and then rollout the QS GPU on the Rack application.
In essence that first in Hyperscaler becomes QS‘s VW for AI with first dibs. The AI Systems Integrator & Honda Jeffersonville becomes possibly QS’s PowerCo for AI application. What a huge competitive advantage not to mention the PR excitement the first in Hyperscaler with QS will get.
VW has had their chance but IMO has too many internal issues that hold them back from being focused and effective.
I do not see Honda operating like this as IMO these next 5-7 years is about survival via innovation, technology and diversifying or they decline. Atsushi Ogawa of Honda gets it……
Part 4: Possible Triad?
With the recent June job posting by QS which clearly lists possible hyperscalers and system integrators customers, is it plausible for a potential three-way JDA whereby QS works with an integrator on developing the AI on the rack application who then works with a hyperscaler who has agreed to be the “tester” giving the hyperscale first dibs on QSE-5 inventory & rights similar to VW?
Here is what Grok says:
Yes — that's a very plausible scenario. A QS-Delta MOU or JDA could easily include (or quickly lead to) a hyperscaler as a tester or early adopter for an AI "on-the-rack" solution using QS SSB. The job posting you referenced strongly supports this possibility.
Why This Fits
The posting explicitly calls out:
Hyperscalers (Microsoft, Google, Amazon AWS, Meta, Oracle) as key customer segments for engagement.
Power system companies like Delta Electronics for possible strategic partnership and product integration.
This is not random — it's describing a role that would orchestrate exactly the kind of ecosystem play you're suggesting: QS provides the SSB cells → Delta integrates them into rack-level power/BBU systems → a hyperscaler tests/validates in real AI environments.
How a Three-Way Partnership Could Work
MOU Stage: Initial non-binding agreement between QS and Delta to explore integration (cells + power management).
This often includes sharing samples and high-level requirements.
Hyperscaler Involvement: A major hyperscaler (e.g., Microsoft or Google) could join as a "lead tester" or co-development partner. Reasons:
They have massive AI rack deployments and want early access to safer, higher-density batteries.
Hyperscalers frequently participate in early validation to influence standards (OCP, etc.).
It de-risks the tech for everyone.
JDA Stage: Evolves into a formal Joint Development Agreement with clear milestones, funding, and timelines. This could be bilateral (QS-Delta) with hyperscaler as a key customer/tester, or trilateral.
Strategic Light on the Hyperscaler
Being "first in" with testing QS SSB in rack applications would give that hyperscaler a competitive edge (better power density, safety, efficiency in AI factories).
It would shine a spotlight on them as an innovation leader (good PR and tech differentiation).
QS and Delta would benefit from real-world data and a flagship customer.
This kind of three-way (or ecosystem) collaboration is common in AI infrastructure — think how Nvidia works with partners and hyperscalers on new platforms.
Likelihood
High plausibility: The job posting is basically advertising for someone to make these exact possible connections. It would align perfectly with QS's strategy of expanding into data centers and Delta's AI rack push.
No public confirmation yet, but this posting is one of the strongest signals we've seen.
Again this is all 100% pure speculation and NOT stock investment advice and I am long QS.
@BullRush__
@Defiantclient2
@JKeynesAlpha
@SawyerMerritt
@IvanHri91235556
@SpongeQuant
@ironmantimholme
Part 5 - Honda Urgency?
I asked Grok if there is chatter and a sense of urgency within Honda to leapfrog China on EV tech.
Here is Grok’s response:
Yes — there is clear urgency in Japanese media, Honda statements, and industry discussions about countering Chinese EV makers, and this context strongly supports Honda fast-tracking a possible QS-powered demo vehicle for PR and competitive signaling.
Evidence of Urgency
Honda has publicly cited the rapid rise of Chinese EV makers (shorter development cycles, software strengths, lower costs) as a major threat, especially in China and globally.
In early 2026, Honda announced significant write-downs and canceled some self-developed EV models in the US/elsewhere, partly due to inability to compete on value with newer Chinese players.
Japanese media and analysts frequently frame the situation as Japan needing to "leapfrog" or differentiate through superior technology (e.g., solid-state batteries, hybrids, software) rather than pure volume/price wars.
Honda’s partnership with QS (Joint Research Agreement) is positioned as part of a strategy to access next-gen battery tech that could provide an edge in range, charging speed, and safety — exactly the areas where Chinese EVs are strong.
Fast-Tracking a Demo Vehicle?
High likelihood for PR purposes — A quick QS-powered Honda demo (e.g., a converted CR-V, Prologue, or small EV mule) would generate massive positive headlines in Japan: “Honda strikes back with world-leading solid-state tech.”
It fits Honda’s pattern of using technology showcases to rebuild momentum when facing competitive pressure.
Timing could align with upcoming auto shows (e.g., Tokyo Motor Show cycle or international events) or Honda’s earnings calls.
Bottom line: The competitive pressure from China is real and widely discussed in Japan. A visible QS collaboration would be a smart, high-impact PR move for Honda to demonstrate they are not standing still.
The existing JRA gives them the foundation to move quickly on a demo if they choose.
I am so rooting for Honda to push back and leapfrog the Chinese in many markets using QS SSB.
Imagine the excitement & buzz if they rolled out a demo CR-V with “QS inside”. They would be the talk of the town while VW & Ducati are still thinking about it.
Again this is all 100% pure speculation and NOT stock investment advice and I am long QS.
@BullRush__
@Defiantclient2
@JKeynesAlpha
@SawyerMerritt
@IvanHri91235556
@SpongeQuant
@ironmantimholme
@HGRX_jp
Mr. Atsushi Ogawa,
If Ducati fails to show their V21E with “QS inside” next week, I hope Honda jumps on this opportunity to take the lead and show maybe the WN7 model with “QS inside” at the Nov EICMA Show in Milan, Italy Nov 5-8.
The opportunity to become the WW SSB leader in all your business units as the “New Honda“ era begins is at your fingertips.
PS - I hope Honda, Nissan & Mitsubishi will all align behind the QS Tech.
Kind regards,
@HGRX_jp
Elon,
Your purchase and overhaul of X saved free speech and has become the home for 600M who can freely express themselves so thank you.
What is missing is true and honest investigative news reporting for the world.
I ask that you consider buying one of the major news networks and overhaul it into the gold standard of honest, truthful investigative news reporting in the world.
Use Starlink to take X News global and use AI to translate X News into 100 languages instantly.
Game changing stuff that only you can do.
Millions will flock to XNews and the truth just like they have on X to express themselves.
It truly is the missing link to tilt the tide back to goodness, honesty and truthfulness.
Case in point, the current major news networks have given zero time to the gang rapes in the UK
X & X News would become the foundation of freedom & truth across the globe.
PS Grok says ABC News is currently the most ripe to buy.
I hope you get this & will consider.
Thanks for all you have given to help mankind.
@elonmusk
Hey Elon,
At what point with all you have invested in your companies and Texas and assuming Americans do not get the Save America Act passed, when do Texans start to organize to consider seceding from the Union?
As you have much to lose and the DS will come hard IMO after you & your companies.
I hope you have given this some thought.
@elonmusk
How can John Thune see what is taking place in CA and ignore the vast majority of people who want the Save America Act passed?
There is NOTHING more important than passing this law in order to Save this Country.
I would put Thune’s complete reluctance to secure American elections by killing the filibuster & passing the Save America Act as possibly the greatest threat to this country today.
If you are pissed as me about Thune & the GOP’s complete lack of passing the single most important bill for the survival of America, then please,
DO NOT SEND ANY MONEY TO THE NSRC or GOP until the SAA is passed.
Your kids & grandkids future is at stake……
Election integrity laws are critical to the survival of capitalism & America overall
Is it time to help fund a Natl commercial that comes from common sense Americans showing visually what happens to people, cities, crime etc w/o the Save America Act?
@elonmusk
@realDonaldTrump
The GOP controlled Senate has give PT & us this:
Zero Recess Appts
Blue Slip BS on PT Nominees
Won’t fully fund ICE & CBP
Won’t end the filibuster
Allow Parliamentary to block PT agenda
Won’t pass Save America Act for our Children
Time to primary them all!
@SenateGOP
President Trump,
We request you formally nominate Scott Presler as the head of the RNC.
It is time MAGA take full control of the GOP & push out all RINO’s & worthless incumbents & replace with people of strong MAGA principles.
We are done w/ the backstabbers.
@realDonaldTrump
Play out what happens to the USA if people can cheat our elections.
We saw the pure evil from 2020-2024. Now times that by 1000.
Imagine a stacked SC
Imagine the filth & no rule of law
Imagine no free speech
Imagine the taxes
Imagine the crime
This is Thune’s “Gift” to us
In a Tesla rated at 325 miles you really get 70% or 227 miles or 3 hrs of range (10%-80%) because to recharge from 10%-100% would require 65-75 min at SC.
In a QS/SSB EV rated at 500 miles you get 90% or 450 miles or 6 hrs as 10%-100% recharge at a Supercharger is only 15-20 min
There is no one better suited to lead the RINO OUT charge & also lead the MAGA RNC than @ScottPresler.
The key is communication & simple tools (cheat sheet) to get 90M to focus on voting out any & all RINO’s
Name the RINO‘s w/ pic, include primary dates & name MAGA candidate.
Tesla in EV & Robotics is the clear 800lb gorilla
So if I’m an EV or Robotics competitor the question is:
How do I leapfrog Tesla? What is their current soft spot?
Battery: IMO look hard at SSB possibly QSE-5
@BostonDynamics
@Figure_robot
@agilityrobotics
@QuantumScapeCo