I run The Electric; author The Powerhouse. Signal 650.804.5563 https://nitter.cf/t.co/LQmwaf3WRy…
Washington
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Peak Energy is working to sidestep China by building sodium-ion batteries that use no lithium. But top of mind is something entirely separate: avoiding the fatal missteps of Northvolt, the symbol of how everything can go wrong. The Electric. theinformation.com/newslette…
Scoop: Anduril wanted a new six-building manufacturing complex near Long Beach Airport up and running by March 1, 2027. But Southern California Edison couldn't have enough grid power ready by then. That problem opened the door to Critical Loop, a startup founded by SpaceX and Palantir veterans, landing its first contract to provide temporary battery backup to giant industrial users. The Electric. theinformation.com/newslette…
How Unusual Machines—the go-to US supplier of combat drone components—increased its muscle and vertical integration by acquiring Matt Barnard's drone battery maker, Upgrade Energy. Umac shares are up 25% this year. The Electric. theinformation.com/newslette…
Huge mentor and friend of mine as well. Peace.
Mat Burrows was a dear friend, mentor, and intellectual innovator in inter-disciplinary strategic foresight. I'm forever grateful to him for bringing me into NIC projects, blurbing one of my books, and always being a reliable professional resource. We need more like him. RIP.
stimson.org/2026/stimson-cen…
Steve LeVine retweeted
Mat Burrows was a dear friend, mentor, and intellectual innovator in inter-disciplinary strategic foresight. I'm forever grateful to him for bringing me into NIC projects, blurbing one of my books, and always being a reliable professional resource. We need more like him. RIP.
stimson.org/2026/stimson-cen…
Enovix has spent a decade developing, scaling and attempting to market an exotic steel cage battery. Now it has landed a big drone deal, and it's for a more conventional battery. The Electric. theinformation.com/newslette…
Who has a guess for the price of Tesla's rocket car, if/when it's sold? Anyone for north of $1m? @TSLAFanMtl @timkhiggins @JBWEyesonroad
Drones have been on a rescue mission to troubled next-gen battery startups. Now comes the glamor--robots. Nyobolt batteries will power the next version of Agility's humanoid, Digit 5. The Electric. theinformation.com/newslette…
ZincFive joins the growing list of next-gen batterymakers making hay from the AI boom, with a jump in gross margins and everything apparently on track for a public listening by December. The Electric. theinformation.com/newslette…
AI data center developers discussed one way to navigate the growing movement to stop them: Behave more like oil companies, which prosper in adverse conditions by liberally sharing their profit upside. The Electric. theinformation.com/newslette…
Steve LeVine retweeted
AI needs more electricity. Can the infrastructure keep up?
Today, The Information’s @stevelevine joins leaders from Delta Electronics, ERock and Cloverleaf Infrastructure to discuss what it will take to bring AI data centers online—and power them efficiently.
Join our subscriber-only Live Video Summit at 10 am PT / 1 pm ET.
RSVP: thein.fo/4hKz1W7
To what degree will the AI boom in the US be held back by the power shortage and community pushback? We will dive into that question in a terrific panel today at 10 am PT @TheInformation. Register here. theinformation.com/events/ai…
New York startup Xeal plans to raise $2b over the next 18 months with a novel solution to powering Nvidia AI compute: tapping the power of idle EV charging stations. The first deployment (in Chicago) is planned by the beginning of December. The Electric. theinformation.com/newslette…
Steve LeVine retweeted
What will it take to power the next generation of AI?
Securing electricity is only part of the challenge. Getting it efficiently to increasingly dense AI data centers is another.
Join The Information’s @stevelevine and energy leaders William Mao of Delta Electronics, Allan Schurr of ERock and Brian Janous of Cloverleaf Infrastructure for a subscriber-only conversation about grid capacity, microgrids and the infrastructure behind AI.
📅 Thursday, October 8th at 10 am PT / 1 pm ET
RSVP: thein.fo/4j7csNN
An unexpected gusher of cash has suddenly given legs to the electric vehicle industry—only, not the segment everyone expected. Among the winners, electric cargo truck maker Harbinger landed a $300m contract last week with FedEx. And drone maker Neros Technologies has grabbed $600m in Pentagon contracts this year, including $100m last week. The Electric. theinformation.com/newslette…
Scoop: Ahead of booming Pentagon demand for US-made drones, Amprius signs a deal with battery startup Caminus to pump out its next-gen batteries fast. The Electric. theinformation.com/newslette…
Neros Technologies says that by the end of the year, it will deploy a fast new drone in Ukraine capable of downing the Russian jet-powered drone that has devastated Kyiv. The Electric. theinformation.com/newslette…
The cost is low, the theoretical energy density is off the charts, but everyone is skeptical that manganese-based batteries are ready for showtime. Except General Motors, which plans to deploy them in EVs in 2028. We take a look under the hood. The Electric. theinformation.com/newslette…
Scoop: General Motors has fired up cathode production at its new, scaled-up battery manufacturing test facility, the next step in de-risking its aim to make manganese-led batteries that bypass China's supply chain chokehold. The Electric. theinformation.com/newslette…
