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From Cell to Fully Integrated Energy Storage Manufacturing. We operate a vertically integrated battery and energy storage manufacturing infrastructure, spanning LFP cell production to fully commissioned containerized BESSThe process includes: LFP cell manufacturing & formation Cell grading and quality verification Module and rack assembly Mechanical container fabrication PCS, BMS...

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Pomega Energy Storage Technologies

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23,425 次观看 • 6 个月前 •via X (Twitter)

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🔋At CEEC Energy Storage Technology’s Intelligent Manufacturing Base, our industry-first automated large-module and full-pack assembly line integrates AGVs, robotics, machine vision, intelligent inspection, and MES systems for end-to-end smart control and seamless coordination. It enables fully automated production from prismatic aluminum-shell battery cells to modules and complete PACK systems. With a cell production rate of ≥16 PPM per line and an annual capacity of 6 GWh per line, we leverage large-scale, intelligent manufacturing to deliver reliable and efficient energy products to the market.✨🤩
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🔋At CEEC Energy Storage Technology’s Intelligent Manufacturing Base, our industry-first automated large-module and full-pack assembly line integrates AGVs, robotics, machine vision, intelligent inspection, and MES systems for end-to-end smart control and seamless coordination. It enables fully automated production from prismatic aluminum-shell battery cells to modules and complete PACK systems. With a cell production rate of ≥16 PPM per line and an annual capacity of 6 GWh per line, we leverage large-scale, intelligent manufacturing to deliver reliable and efficient energy products to the market.✨🤩

Energy China

158,763 次观看 • 3 个月前

Tailor Made Energy Storage System with Hybrid Cooling Architecture Pomega has delivered a first of its kind, EU funded energy storage system engineered specifically to meet the technical requirements of Elektrometal. Designed and executed as a tailor-made project, the system integrates both Liquid-Cooled and Air-Cooled technologies within a single ESS to address customer defined operational conditions. The liquid-cooled section is supported by a dedicated chiller, while the air-cooled module incorporates an integrated AC unit together providing stable and efficient thermal performance across diverse load profiles and environmental conditions. A unified control logic coordinates cooling management, safety interlocks and BMS functions, ensuring robust thermal safety through active monitoring and protective operating limits. Developed under an EU funded program and delivered within a three month timeframe, the system reflects Pomega’s capability to design, engineer and commission customized solutions with high reliability, long term performance and application specific precision #Pomega #EnergyStorage #ESS #HybridCooling #LiquidCooled #AirCooled #ThermalManagement #BESS #SmartEnergy #CleanEnergyTech #SustainableEngineering #EUFunded #InnovationInEnergy #GridSolutions #RenewableEnergy #EngineeringExcellence #BatteryTechnology #PowerSystems #EnergyEfficiency #CustomEngineered
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Tailor Made Energy Storage System with Hybrid Cooling Architecture Pomega has delivered a first of its kind, EU funded energy storage system engineered specifically to meet the technical requirements of Elektrometal. Designed and executed as a tailor-made project, the system integrates both Liquid-Cooled and Air-Cooled technologies within a single ESS to address customer defined operational conditions. The liquid-cooled section is supported by a dedicated chiller, while the air-cooled module incorporates an integrated AC unit together providing stable and efficient thermal performance across diverse load profiles and environmental conditions. A unified control logic coordinates cooling management, safety interlocks and BMS functions, ensuring robust thermal safety through active monitoring and protective operating limits. Developed under an EU funded program and delivered within a three month timeframe, the system reflects Pomega’s capability to design, engineer and commission customized solutions with high reliability, long term performance and application specific precision #Pomega #EnergyStorage #ESS #HybridCooling #LiquidCooled #AirCooled #ThermalManagement #BESS #SmartEnergy #CleanEnergyTech #SustainableEngineering #EUFunded #InnovationInEnergy #GridSolutions #RenewableEnergy #EngineeringExcellence #BatteryTechnology #PowerSystems #EnergyEfficiency #CustomEngineered

Pomega Energy Storage Technologies

15,899 次观看 • 9 个月前

BREAKING: The U.S. Government has officially announced that Tesla and LG ​Energy have signed an agreement to ‌build a $4.3 billion lithium iron phosphate (LFP) prismatic battery cell manufacturing factory in Lansing, Michigan, with a 2027 start of production. "American-made cells will power Tesla's Megapack 3 energy storage systems produced in Houston, creating a robust domestic battery supply chain," the U.S. Department of the Interior said in a statement. Here's everything you need to know about Tesla's new Megablock, the latest in the company's industrial storage product lineup, which includes the new Megapack version 3: Megablock: • 23% faster to install with up to 40% lower construction costs • Plug and play platform (hardware, software and services) delivered as one all from Tesla. It's a pre-engineered medium-voltage block that integrates next-gen Megapack 3 • Eliminated above ground cabling between the transformer and the megapacks using new flexible busbar assembly • 91% MV round trip efficiency • 20 MWh of usable AC energy • Operates in temps of -40°C (-40°F) to 60°C (140°F) • 248 MWh per acre • 25-year life & >10,000 cycles • With Megablock, Tesla is targeting to commission 1GWh in 20 business days, equivalent to bringing power to 400,000 homes in less than month Megapack 3: • Will be manufactured in Tesla's upcoming Houston Megafactory starting in late 2026. 50 GWh annual manufacturing capacity when fully ramped. • 5 MWh of usable AC energy • Weight: 86,000 lbs • 28 foot long enclosure that can be shipped globally • Optimized for up to 8-hour applications • New drastically simplified thermal bay. Uses Model Y heat pump, but on steroids. 78% fewer connections, which minimizes failure points • Larger battery module and larger battery cell • 2.8 liter battery cell, co-engineered with Tesla's cell team • LFP battery • Operates in -40°C to 60° • Went from 24 cable connections in Megapack version 2XL, down to 3 simple busbar connections • 75% of the mass of Megapack 3 is battery cells. • A single module in it weighs as much as a Cybertruck • Tesla has enabled easier front access service, so there are no roof penetrations • Drastically simplified bussing system
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BREAKING: The U.S. Government has officially announced that Tesla and LG ​Energy have signed an agreement to ‌build a $4.3 billion lithium iron phosphate (LFP) prismatic battery cell manufacturing factory in Lansing, Michigan, with a 2027 start of production. "American-made cells will power Tesla's Megapack 3 energy storage systems produced in Houston, creating a robust domestic battery supply chain," the U.S. Department of the Interior said in a statement. Here's everything you need to know about Tesla's new Megablock, the latest in the company's industrial storage product lineup, which includes the new Megapack version 3: Megablock: • 23% faster to install with up to 40% lower construction costs • Plug and play platform (hardware, software and services) delivered as one all from Tesla. It's a pre-engineered medium-voltage block that integrates next-gen Megapack 3 • Eliminated above ground cabling between the transformer and the megapacks using new flexible busbar assembly • 91% MV round trip efficiency • 20 MWh of usable AC energy • Operates in temps of -40°C (-40°F) to 60°C (140°F) • 248 MWh per acre • 25-year life & >10,000 cycles • With Megablock, Tesla is targeting to commission 1GWh in 20 business days, equivalent to bringing power to 400,000 homes in less than month Megapack 3: • Will be manufactured in Tesla's upcoming Houston Megafactory starting in late 2026. 50 GWh annual manufacturing capacity when fully ramped. • 5 MWh of usable AC energy • Weight: 86,000 lbs • 28 foot long enclosure that can be shipped globally • Optimized for up to 8-hour applications • New drastically simplified thermal bay. Uses Model Y heat pump, but on steroids. 78% fewer connections, which minimizes failure points • Larger battery module and larger battery cell • 2.8 liter battery cell, co-engineered with Tesla's cell team • LFP battery • Operates in -40°C to 60° • Went from 24 cable connections in Megapack version 2XL, down to 3 simple busbar connections • 75% of the mass of Megapack 3 is battery cells. • A single module in it weighs as much as a Cybertruck • Tesla has enabled easier front access service, so there are no roof penetrations • Drastically simplified bussing system

Sawyer Merritt

785,053 次观看 • 5 个月前

NEWS: Neoen Australia says it has begun construction of a new $220 million big battery project, which will also be the first project in the world to deploy Tesla's new Megablock product, its next generation grid-scale battery tech. Megablock combines four Megapack 3 units into a single deployable block offering 20 MWh units, each with an integrated transformer and switchgear. Tesla says this will translate into faster installations and lower costs for grid-level storage, up to 40% cheaper. Megapack 3 production will begin at Tesla's upcoming Megafactory in Houston, Texas in 2026 with up to 50 GWh per year of manufacturing capacity. Megablock: • 23% faster to install with up to 40% lower construction costs • Plug and play platform (hardware, software and services) delivered as one all from Tesla. It's a pre-engineered medium-voltage block that integrates next-gen Megapack 3 • Eliminates above ground cabling between the transformer and the megapacks using new flexible busbar assembly • 91% MV round trip efficiency • 20 MWh of usable AC energy • Operates in temps of -40°C (-40°F) to 60°C (140°F) • 248 MWh per acre • 25-year life & >10,000 cycles Megapack 3: • 5 MWh of usable AC energy • Weight: 86,000 lbs • 28 foot long enclosure that can be shipped globally • Optimized for up to 8-hour applications • New drastically simplified thermal bay. Uses Model Y heat pump, but on steroids. 78% fewer connections, which minimizes failure points • Larger battery module and larger battery cell • 2.8 liter battery cell, co-engineered with Tesla's cell team • LFP battery • Operates in -40°C to 60° • Went from 24 cable connections in Megapack version 2XL, down to 3 simple busbar connections • 75% of the mass of Megapack 3 is battery cells. • A single module in it weighs as much as a Cybertruck • Tesla has enabled easier front access service, so there are no roof penetrations • Drastically simplified bussing system • Will partly use battery cells from Tesla's new 7 GWh LFP battery facility in Nevada. Additional cells sourced elsewhere.
0:37

NEWS: Neoen Australia says it has begun construction of a new $220 million big battery project, which will also be the first project in the world to deploy Tesla's new Megablock product, its next generation grid-scale battery tech. Megablock combines four Megapack 3 units into a single deployable block offering 20 MWh units, each with an integrated transformer and switchgear. Tesla says this will translate into faster installations and lower costs for grid-level storage, up to 40% cheaper. Megapack 3 production will begin at Tesla's upcoming Megafactory in Houston, Texas in 2026 with up to 50 GWh per year of manufacturing capacity. Megablock: • 23% faster to install with up to 40% lower construction costs • Plug and play platform (hardware, software and services) delivered as one all from Tesla. It's a pre-engineered medium-voltage block that integrates next-gen Megapack 3 • Eliminates above ground cabling between the transformer and the megapacks using new flexible busbar assembly • 91% MV round trip efficiency • 20 MWh of usable AC energy • Operates in temps of -40°C (-40°F) to 60°C (140°F) • 248 MWh per acre • 25-year life & >10,000 cycles Megapack 3: • 5 MWh of usable AC energy • Weight: 86,000 lbs • 28 foot long enclosure that can be shipped globally • Optimized for up to 8-hour applications • New drastically simplified thermal bay. Uses Model Y heat pump, but on steroids. 78% fewer connections, which minimizes failure points • Larger battery module and larger battery cell • 2.8 liter battery cell, co-engineered with Tesla's cell team • LFP battery • Operates in -40°C to 60° • Went from 24 cable connections in Megapack version 2XL, down to 3 simple busbar connections • 75% of the mass of Megapack 3 is battery cells. • A single module in it weighs as much as a Cybertruck • Tesla has enabled easier front access service, so there are no roof penetrations • Drastically simplified bussing system • Will partly use battery cells from Tesla's new 7 GWh LFP battery facility in Nevada. Additional cells sourced elsewhere.

Sawyer Merritt

172,732 次观看 • 8 个月前

In continuous cable manufacturing, compressed air performance must keep pace with constantly changing production demands. In a leading cable manufacturing facility, compressed air plays a critical role across extrusion controls, air-wipe drying, cleaning, and material handling systems, making pressure stability and compressor reliability essential for consistent product quality and high uptime. At the plant, a 75 kW fixed-speed compressor reliably met base air requirements. However, variations in production loads, line speeds, and process cycles led to frequent demand fluctuations, resulting in repeated compressor cycling, higher energy consumption, and pressure instability across the system. With the deployment of ELGi’s DEMAND=MATCH System, performance was evaluated under actual operating conditions by comparing operations with and without DEMAND=MATCH. The results were clearly validated. • 11.1% reduction in average power consumption (from 69.9 kWh to 62.1 kWh per hour) • Approximately 1,489 units of energy saved over just eight days of actual running • Reduced load cycling, leading to improved pressure stability and lower mechanical stress on the compressor This deployment demonstrates how intelligent airflow control can deliver measurable gains in energy efficiency, system stability, and operational reliability, all critical in a continuous manufacturing environment. A strong example of how aligning compressed air delivery with real-time demand can drive sustainable performance improvements on the shopfloor. Learn more about how DEMAND=MATCH optimises compressed air systems:
2:19

In continuous cable manufacturing, compressed air performance must keep pace with constantly changing production demands. In a leading cable manufacturing facility, compressed air plays a critical role across extrusion controls, air-wipe drying, cleaning, and material handling systems, making pressure stability and compressor reliability essential for consistent product quality and high uptime. At the plant, a 75 kW fixed-speed compressor reliably met base air requirements. However, variations in production loads, line speeds, and process cycles led to frequent demand fluctuations, resulting in repeated compressor cycling, higher energy consumption, and pressure instability across the system. With the deployment of ELGi’s DEMAND=MATCH System, performance was evaluated under actual operating conditions by comparing operations with and without DEMAND=MATCH. The results were clearly validated. • 11.1% reduction in average power consumption (from 69.9 kWh to 62.1 kWh per hour) • Approximately 1,489 units of energy saved over just eight days of actual running • Reduced load cycling, leading to improved pressure stability and lower mechanical stress on the compressor This deployment demonstrates how intelligent airflow control can deliver measurable gains in energy efficiency, system stability, and operational reliability, all critical in a continuous manufacturing environment. A strong example of how aligning compressed air delivery with real-time demand can drive sustainable performance improvements on the shopfloor. Learn more about how DEMAND=MATCH optimises compressed air systems:

Elgi Equipments Limited

85,677 次观看 • 8 个月前

NEWS: Figure has unveiling its 3rd generation humanoid robot. • Features a completely redesigned sensory suite and hand system. Wireless charging in feet. • Next-generation vision system engineered for high-frequency visuomotor control. Its new camera architecture delivers twice the frame rate, one-quarter the latency, and a 60% wider field of view per camera within a more compact form factor • Soft goods, wireless charging, improved audio system for voice reasoning, and battery safety advancements • "Engineered from the ground-up for high-volume manufacturing. In order to scale, we established a new supply chain and entirely new process for manufacturing humanoid robots at BotQ." • Lower manufacturing cost • Softer, more adaptive fingertips increase surface contact area, enabling more stable grasps across objects of varied shapes and sizes. Each fingertip sensor can detect forces as small as three grams of pressure - sensitive enough to register the weight of a paperclip resting on your finger. • Multi-density foam to protect against pinch points, and is covered in soft textiles rather than hard machined parts. 9% less mass and less volume than Figure 02 • 10 Gbps mmWave data offload capability, allowing the entire fleet to upload terabytes of data • Upgraded audio hardware system for better real time speech-to-speech. Its speaker is twice the size and nearly four times more powerful, while the microphone has been repositioned for improved performance and clarity. • Charging coils in the robot’s feet allow it to simply step onto a wireless stand and charge at 2 kW Figure: "BotQ is Figure’s dedicated manufacturing facility designed to scale robot production. BotQ’s first-generation manufacturing line will initially be capable of producing up to 12,000 humanoid robots per year, with the goal of producing a total of 100,000 robots over the next four years. Instead of relying on contract manufacturers, Figure brought production of its most critical systems in-house to maintain tight control over quality, iteration, and speed."
6:00

NEWS: Figure has unveiling its 3rd generation humanoid robot. • Features a completely redesigned sensory suite and hand system. Wireless charging in feet. • Next-generation vision system engineered for high-frequency visuomotor control. Its new camera architecture delivers twice the frame rate, one-quarter the latency, and a 60% wider field of view per camera within a more compact form factor • Soft goods, wireless charging, improved audio system for voice reasoning, and battery safety advancements • "Engineered from the ground-up for high-volume manufacturing. In order to scale, we established a new supply chain and entirely new process for manufacturing humanoid robots at BotQ." • Lower manufacturing cost • Softer, more adaptive fingertips increase surface contact area, enabling more stable grasps across objects of varied shapes and sizes. Each fingertip sensor can detect forces as small as three grams of pressure - sensitive enough to register the weight of a paperclip resting on your finger. • Multi-density foam to protect against pinch points, and is covered in soft textiles rather than hard machined parts. 9% less mass and less volume than Figure 02 • 10 Gbps mmWave data offload capability, allowing the entire fleet to upload terabytes of data • Upgraded audio hardware system for better real time speech-to-speech. Its speaker is twice the size and nearly four times more powerful, while the microphone has been repositioned for improved performance and clarity. • Charging coils in the robot’s feet allow it to simply step onto a wireless stand and charge at 2 kW Figure: "BotQ is Figure’s dedicated manufacturing facility designed to scale robot production. BotQ’s first-generation manufacturing line will initially be capable of producing up to 12,000 humanoid robots per year, with the goal of producing a total of 100,000 robots over the next four years. Instead of relying on contract manufacturers, Figure brought production of its most critical systems in-house to maintain tight control over quality, iteration, and speed."

Sawyer Merritt

140,241 次观看 • 11 个月前

Behind the Scenes of a Tailor-Made Hybrid Energy Storage System ⚡️ This week, we interviewed Pomega PMO Manager Engin Oruç about one of our latest engineered solutions: a 700 kW air-cooled hybrid energy storage system designed for off-grid operation in extreme 55°C conditions. This tailor-made solution was engineered by Pomega as part of a wider project delivered by Kontrolmatik Technologies, who is leading the overall system integration and project scope. From CFD-based thermal design to redundancy architecture, hybrid inverter configuration and long-duration autonomy planning, this project demonstrates how we engineer reliable power where the grid cannot reach. Engin shared insights on: • Why the system operates as two independent 350 kW units • How hybrid inverters manage solar, battery and generator inputs • Cooling strategy and thermal management for high-temperature environments • The role of AC/DC panels in safe and flexible field operations This solution will soon be deployed to a construction site in Iraq to ensure uninterrupted, fuel-efficient and sustainable power, powered primarily by solar energy and supported by intelligent hybrid control. From cell to system, we continue engineering solutions that deliver power, safety and resilience anywhere in the world. Terzi Usulü Hibrit Enerji Depolama Sistemimizin Perde Arkası ⚡️ Bu hafta Pomega PMO Manager’ı Engin Oruç ile, off-grid koşullar için tasarlanan 700 kW hava soğutmalı hibrit enerji depolama sistemi üzerine yaptığımız röportajı gerçekleştirdik. Bu terzi usulü çözüm, genel sistem entegrasyonu ve proje kapsamının liderliğini üstlenen Kontrolmatik Teknoloji tarafından yürütülen daha geniş ölçekli bir projenin parçası olarak Pomega tarafından mühendislik edildi. CFD tabanlı termal tasarımdan yedeklilik mimarisine, hibrit inverter konfigürasyonundan uzun süreli otonomi planlamasına kadar bu proje, şebekenin ulaşamadığı noktalara güvenilir güç ulaştırma yaklaşımımızın somut bir örneğini oluşturuyor. Engin röportajda şu başlıklara değindi: • Sistemin neden iki bağımsız 350 kW üniteden oluştuğu • Hibrit inverter’ların güneş, batarya ve jeneratör girişlerini nasıl yönettiği • Yüksek sıcaklık ortamları için soğutma ve termal yönetim stratejileri • AC/DC panolarının sahada güvenli ve esnek operasyon sağlamadaki rolü Bu çözüm, kısa süre içinde Irak’taki bir sahada devreye alınarak kesintisiz, yakıt tasarruflu ve sürdürülebilir güç sağlayacak. Enerjinin ana kaynağını güneş oluştururken, sistem akıllı hibrit kontrol mimarisiyle destekleniyor. Hücreden sisteme uzanan mühendisliğimizle, dünyanın her noktasına güvenli, dayanıklı ve yüksek performanslı enerji çözümleri sunmaya devam ediyoruz.
3:55

Behind the Scenes of a Tailor-Made Hybrid Energy Storage System ⚡️ This week, we interviewed Pomega PMO Manager Engin Oruç about one of our latest engineered solutions: a 700 kW air-cooled hybrid energy storage system designed for off-grid operation in extreme 55°C conditions. This tailor-made solution was engineered by Pomega as part of a wider project delivered by Kontrolmatik Technologies, who is leading the overall system integration and project scope. From CFD-based thermal design to redundancy architecture, hybrid inverter configuration and long-duration autonomy planning, this project demonstrates how we engineer reliable power where the grid cannot reach. Engin shared insights on: • Why the system operates as two independent 350 kW units • How hybrid inverters manage solar, battery and generator inputs • Cooling strategy and thermal management for high-temperature environments • The role of AC/DC panels in safe and flexible field operations This solution will soon be deployed to a construction site in Iraq to ensure uninterrupted, fuel-efficient and sustainable power, powered primarily by solar energy and supported by intelligent hybrid control. From cell to system, we continue engineering solutions that deliver power, safety and resilience anywhere in the world. Terzi Usulü Hibrit Enerji Depolama Sistemimizin Perde Arkası ⚡️ Bu hafta Pomega PMO Manager’ı Engin Oruç ile, off-grid koşullar için tasarlanan 700 kW hava soğutmalı hibrit enerji depolama sistemi üzerine yaptığımız röportajı gerçekleştirdik. Bu terzi usulü çözüm, genel sistem entegrasyonu ve proje kapsamının liderliğini üstlenen Kontrolmatik Teknoloji tarafından yürütülen daha geniş ölçekli bir projenin parçası olarak Pomega tarafından mühendislik edildi. CFD tabanlı termal tasarımdan yedeklilik mimarisine, hibrit inverter konfigürasyonundan uzun süreli otonomi planlamasına kadar bu proje, şebekenin ulaşamadığı noktalara güvenilir güç ulaştırma yaklaşımımızın somut bir örneğini oluşturuyor. Engin röportajda şu başlıklara değindi: • Sistemin neden iki bağımsız 350 kW üniteden oluştuğu • Hibrit inverter’ların güneş, batarya ve jeneratör girişlerini nasıl yönettiği • Yüksek sıcaklık ortamları için soğutma ve termal yönetim stratejileri • AC/DC panolarının sahada güvenli ve esnek operasyon sağlamadaki rolü Bu çözüm, kısa süre içinde Irak’taki bir sahada devreye alınarak kesintisiz, yakıt tasarruflu ve sürdürülebilir güç sağlayacak. Enerjinin ana kaynağını güneş oluştururken, sistem akıllı hibrit kontrol mimarisiyle destekleniyor. Hücreden sisteme uzanan mühendisliğimizle, dünyanın her noktasına güvenli, dayanıklı ve yüksek performanslı enerji çözümleri sunmaya devam ediyoruz.

Pomega Energy Storage Technologies

16,067 次观看 • 9 个月前

Last week, we pushed our Hadfield MK IV engine and Darkhorse engine test cell to their limits ahead of our upcoming thrust vector control (TVC) and orbital engine test campaigns. It was thrilling to see this controlled test go sideways — literally! Orbital launch vehicles operate within narrow design margins and constrained safety factors, where excess mass in any subsystem directly impacts payload capacity or mission viability. Destructive and limit testing enable us to validate optimal mass-performance trade-offs across propulsion, pressure systems, and primary structures. Key outcomes from this test include: ✅ Structural margins validated – Darkhorse demonstrated stable operation under full thrust loads at gimbal angles exceeding design specifications ✅ Thermal performance characterized – Extended burn duration at off-nominal mixture ratios provided empirical data on regenerative cooling degradation modes and injector thermal limits ✅ Fault tolerance demonstrated – Engine maintained functionality despite progressive damage, validating robustness for anomalous flight conditions ✅ TVC readiness confirmed – Test results validate system integration for upcoming actuated TVC test series l Design optimization insights – Failure mode analysis generated actionable improvements for cooling architecture, injector design, thrust structures, and engine reusability At NordSpace, we push limits. Canada needs to get to orbit with sovereign light-lift launch by 2028 and medium-lift launch by the early 2030s. The only way this is possible is through extreme levels of testing, manufacturing, and investment. Our mission to build a Canadian end-to-end space missions capability will change the shape of our nation both on Earth and in space. If you would like to join our mission, please apply for a role at NordSpace via the Careers page on our website, and join us at the Canadian Space Launch Conference on May 5th, in Ottawa. National Defence Defence Research and Development Canada NSERC / CRSNG Canadian Space Agency Transport Canada
0:53

Last week, we pushed our Hadfield MK IV engine and Darkhorse engine test cell to their limits ahead of our upcoming thrust vector control (TVC) and orbital engine test campaigns. It was thrilling to see this controlled test go sideways — literally! Orbital launch vehicles operate within narrow design margins and constrained safety factors, where excess mass in any subsystem directly impacts payload capacity or mission viability. Destructive and limit testing enable us to validate optimal mass-performance trade-offs across propulsion, pressure systems, and primary structures. Key outcomes from this test include: ✅ Structural margins validated – Darkhorse demonstrated stable operation under full thrust loads at gimbal angles exceeding design specifications ✅ Thermal performance characterized – Extended burn duration at off-nominal mixture ratios provided empirical data on regenerative cooling degradation modes and injector thermal limits ✅ Fault tolerance demonstrated – Engine maintained functionality despite progressive damage, validating robustness for anomalous flight conditions ✅ TVC readiness confirmed – Test results validate system integration for upcoming actuated TVC test series l Design optimization insights – Failure mode analysis generated actionable improvements for cooling architecture, injector design, thrust structures, and engine reusability At NordSpace, we push limits. Canada needs to get to orbit with sovereign light-lift launch by 2028 and medium-lift launch by the early 2030s. The only way this is possible is through extreme levels of testing, manufacturing, and investment. Our mission to build a Canadian end-to-end space missions capability will change the shape of our nation both on Earth and in space. If you would like to join our mission, please apply for a role at NordSpace via the Careers page on our website, and join us at the Canadian Space Launch Conference on May 5th, in Ottawa. National Defence Defence Research and Development Canada NSERC / CRSNG Canadian Space Agency Transport Canada

NordSpace 🇨🇦

11,704 次观看 • 7 个月前

Hazet 7281-2 sTAC Digital Torque Wrench Did you know that, right after mechanical cell damage, one of the biggest risks in high-voltage battery systems is incorrect bolt torque? Over the years, we’ve found these mistakes not only on vehicles from Ferrari, Mercedes-Benz, Tesla, BMW, and numerous Chinese manufacturers, but also after repairs performed by third-party workshops. The consequences are far from harmless: melted copper busbars, increased contact resistance, thermal throttling during charging or driving, damage to junction boxes, battery systems, eDrive components, and many other issues that are often blamed on “bad technology” when they are actually caused by human error. While I was working in manufacturing at TPCA Kolín and the Port of Koper, every single bolt had to be certified using a digital torque wrench, with the measurement becoming an integral part of the production record. There was no “close enough.” There was no “by feel.” On high-voltage conductors and orange HV cables, that approach is not just incorrect, it can be dangerous. If a failure or safety incident occurs later, a digital torque certificate is the only real protection for both the workshop and the manufacturer. And yes, even manufacturers make mistakes. That’s why EV Clinic has decided to digitalize this part of the process as well, replacing conventional mechanical torque wrenches with digital verification. We dedicate nearly two working hours to inspecting and documenting every critical connection, and every customer receives a digital record of every torque-critical fastener as part of the service documentation. The implementation of this level of digitalization has already begun across all EV Clinic locations. Because quality isn’t what you promise. Quality is what you can prove. Life without Hazet does not exist.
1:44

Hazet 7281-2 sTAC Digital Torque Wrench Did you know that, right after mechanical cell damage, one of the biggest risks in high-voltage battery systems is incorrect bolt torque? Over the years, we’ve found these mistakes not only on vehicles from Ferrari, Mercedes-Benz, Tesla, BMW, and numerous Chinese manufacturers, but also after repairs performed by third-party workshops. The consequences are far from harmless: melted copper busbars, increased contact resistance, thermal throttling during charging or driving, damage to junction boxes, battery systems, eDrive components, and many other issues that are often blamed on “bad technology” when they are actually caused by human error. While I was working in manufacturing at TPCA Kolín and the Port of Koper, every single bolt had to be certified using a digital torque wrench, with the measurement becoming an integral part of the production record. There was no “close enough.” There was no “by feel.” On high-voltage conductors and orange HV cables, that approach is not just incorrect, it can be dangerous. If a failure or safety incident occurs later, a digital torque certificate is the only real protection for both the workshop and the manufacturer. And yes, even manufacturers make mistakes. That’s why EV Clinic has decided to digitalize this part of the process as well, replacing conventional mechanical torque wrenches with digital verification. We dedicate nearly two working hours to inspecting and documenting every critical connection, and every customer receives a digital record of every torque-critical fastener as part of the service documentation. The implementation of this level of digitalization has already begun across all EV Clinic locations. Because quality isn’t what you promise. Quality is what you can prove. Life without Hazet does not exist.

EV Clinic

33,694 次观看 • 1 个月前

Can we compile matter - for instance, a pine cone - and derive new active materials, end-to-end from observation to manufacturing? If physical systems can be formalized as composable mathematics, we can point AI that has been shown to resolve long-open mathematical problems at matter itself. Our new work turns bioinspired engineering from analogy into formal compilation: biology and mechanics become explicit, checkable, and executable, so AI reasoning can produce physical designs. This is the first end-to-end demonstration in which a formally compositional multiscale model is carried from a biological hierarchy, through engineered design and fabrication specification, to executable manufacturing code - and then to a physically tested artifact. Background: Humans have long been inspired by biology to advance technology, but this has usually been an ad hoc process rather than a mathematically rigorous one. Natural materials such as pinecones achieve adaptive behavior through mechanisms organized across many scales. Engineering typically translates those mechanisms by analogy: identify a biological principle, build something inspired by it, and validate each new design as a separate case. This can produce remarkable results, but the knowledge does not readily compound. Instead, we represent each scale as a dynamical module with explicit states, stimuli, governing laws, and interfaces. Every scale-to-scale map must preserve the stimulus - response dynamics: evolve the fine-scale system and then map upward, or map upward first and then evolve. The two paths must agree. Because this condition is preserved under composition, locally valid interfaces remain consistent when assembled into the full hierarchy. We then carry that structure into an engineered system, translate the target behavior into a verified fabrication specification, and compile it into G-code: the toolpaths, deposition sequence, temperatures, speeds, and other commands executed by a 3D printer. The intermediate translations are explicit, checkable, and executable rather than completed through an ad hoc handoff. The formal guarantee is that given valid local models and interfaces, their composition remains valid. Whether those models and manufacturing assumptions accurately capture physical reality remains an empirical question. That is why we fabricated and tested the results. We generated four actuator classes by crossing two stimuli - humidity and heat - with two responses: bending and twisting. The fourth, thermal twisting, required no new pipeline and no separate derivation within the framework. It emerged by composing a thermal stimulus module already validated in one case with a twisting module validated in another. The generated G-code produced the intended motion without manual redesign, and all four predictions fell within one experimental standard deviation of the measured response. Why this matters: 1⃣For AI in science, this provides a physics-aware type system against which generative proposals can be checked - and rejected at the interface - before expensive simulation, fabrication, or experiment. It is roughly analogous to proof checking, but for the composition of physical mechanisms. 2⃣For engineering, the accessible design space can scale with a library of validated components rather than with the number of individually derived cases. 3⃣The mathematics, category theory, carries all the way into a physical object on a print bed. This points toward scientific knowledge as executable infrastructure: models that are not only described in papers, but typed, composable, verifiable, and able to compile into experiments. Excellent work led by my student Lee Marom with Skylar Tibbits & Gioele Zardini. Paper published in J. Mech. Phys. Solids along with code, Grasshopper scripts, and manufacturing G-code below.
1:21

Can we compile matter - for instance, a pine cone - and derive new active materials, end-to-end from observation to manufacturing? If physical systems can be formalized as composable mathematics, we can point AI that has been shown to resolve long-open mathematical problems at matter itself. Our new work turns bioinspired engineering from analogy into formal compilation: biology and mechanics become explicit, checkable, and executable, so AI reasoning can produce physical designs. This is the first end-to-end demonstration in which a formally compositional multiscale model is carried from a biological hierarchy, through engineered design and fabrication specification, to executable manufacturing code - and then to a physically tested artifact. Background: Humans have long been inspired by biology to advance technology, but this has usually been an ad hoc process rather than a mathematically rigorous one. Natural materials such as pinecones achieve adaptive behavior through mechanisms organized across many scales. Engineering typically translates those mechanisms by analogy: identify a biological principle, build something inspired by it, and validate each new design as a separate case. This can produce remarkable results, but the knowledge does not readily compound. Instead, we represent each scale as a dynamical module with explicit states, stimuli, governing laws, and interfaces. Every scale-to-scale map must preserve the stimulus - response dynamics: evolve the fine-scale system and then map upward, or map upward first and then evolve. The two paths must agree. Because this condition is preserved under composition, locally valid interfaces remain consistent when assembled into the full hierarchy. We then carry that structure into an engineered system, translate the target behavior into a verified fabrication specification, and compile it into G-code: the toolpaths, deposition sequence, temperatures, speeds, and other commands executed by a 3D printer. The intermediate translations are explicit, checkable, and executable rather than completed through an ad hoc handoff. The formal guarantee is that given valid local models and interfaces, their composition remains valid. Whether those models and manufacturing assumptions accurately capture physical reality remains an empirical question. That is why we fabricated and tested the results. We generated four actuator classes by crossing two stimuli - humidity and heat - with two responses: bending and twisting. The fourth, thermal twisting, required no new pipeline and no separate derivation within the framework. It emerged by composing a thermal stimulus module already validated in one case with a twisting module validated in another. The generated G-code produced the intended motion without manual redesign, and all four predictions fell within one experimental standard deviation of the measured response. Why this matters: 1⃣For AI in science, this provides a physics-aware type system against which generative proposals can be checked - and rejected at the interface - before expensive simulation, fabrication, or experiment. It is roughly analogous to proof checking, but for the composition of physical mechanisms. 2⃣For engineering, the accessible design space can scale with a library of validated components rather than with the number of individually derived cases. 3⃣The mathematics, category theory, carries all the way into a physical object on a print bed. This points toward scientific knowledge as executable infrastructure: models that are not only described in papers, but typed, composable, verifiable, and able to compile into experiments. Excellent work led by my student Lee Marom with Skylar Tibbits & Gioele Zardini. Paper published in J. Mech. Phys. Solids along with code, Grasshopper scripts, and manufacturing G-code below.

Markus J. Buehler

128,390 次观看 • 1 个月前

This battery is about to change the world in 3 months, or make this guy a fool | Fred Lambert, Hacker News Donut Lab lit the EV and energy storage industry on fire last week with its announcement of a 400 Wh/kg solid-state battery cell that can last for 100 years. At face value, if true, we are looking at the single most disruptive announcement in the history of the electric vehicle industry and energy storage as a whole. We aren’t just talking about a better motorcycle battery. If the claims of a 5-minute charge, 100,000-cycle life, and ~400 Wh/kg energy density are accurate and scalable, as Donut Lab claims, this is the holy grail of energy storage. Battery breakthrough announcements generally don’t catch fire like this, but Donut Lab’s did because it said that the cell was already in production and will be in a production vehicle, Verge’s electric motorcycle, this quarter. It gave credibility to the claim, pushing everyone to report on it. Now, we have interviewed Donut Lab’s CEO and investigated the technology. At this point, it looks like either this battery changes the world within the next 3 months, or it will make the CEO look like a fool. In this article, we discuss the impact of the battery, whether real or not, as well as clues about the secret sauce behind its chemistry. The Holy Grail of Energy Storage Consider the implications. A battery that lasts 100,000 cycles is effectively immortal in human terms. You could charge it every single day for 270 years, and it would still be working. It means the battery outlives the vehicle, not just once, but ten times over. It changes the economics of transportation entirely: you buy the battery once, and you swap it into your next five cars. The power density required for a 5-minute charge and the 400 Wh/kg of energy density opens the door to commercial electric aviation, a sector currently strangled by the weight and slow charging speeds of lithium-ion. It solves the grid storage problem by offering a medium that doesn’t degrade, meaning utility companies could amortize the cost over a century rather than a decade. If this is real, the internal combustion engine didn’t just die today; it was buried 100 feet deep, and every other battery is not far behind. But, and this is a massive “but”, extraordinary claims require extraordinary proof, and Donut Lab has yet to release that proof. And that brings us to the man making them. The Man Betting His Reputation I spoke with Marko Lehtimäki, the CEO of Donut Lab and Chairman of Verge Motorcycles. My goal was simple: ask him about the chemistry behind his battery and, if that doesn’t work, look him in the eye and figure out if he’s selling vaporware or if he’s sitting on the breakthrough of the century. Marko isn’t a random guy shouting about a battery breakthrough that will change the world. He is a legit entrepreneur. A computer scientist who built a no-coding app builder years before “vibe coding” was even a thing and sold it to SAP. After the successful exit, he became an investor and serial entrepreneur with his biggest, or most well-known, company being Verge Motorcycles, which has real products on the road. By announcing that this “miracle battery” is already in production and will be shipping in customer vehicles within 10 weeks, he is betting his entire personal reputation on this technology. If he misses this timeline or if the specs are fake, Donut Labs and Verge Motorcycles might not survive the credibility loss. He has a lot to lose here. In my article about the battery announcement last week, I noted that Marko’s presentation was incredible. He basically described a perfect battery: record energy density, incredible charge rate, unprecedented longevity, no rare metals, a cost lower than traditional Li-ion cells, and in scalable production right now. Sounds too good to be true? The only thing he didn’t share was details about the chemistry, beyond saying it doesn’t use lithium or other rare metals. What’s the point of protecting the chemistry if the battery is already in production and it will be in a product shipped this quarter? If that’s true, the battery will be reverse-engineered before the snow completely melts. We discussed it with Marko during our interview. His logic is that once the bikes ship, competitors will tear them down and figure it out anyway. But that won’t happen for another 10 weeks or so, and the head start is critical for a technology this disruptive. In the meantime, Donut Lab’s goal with the announcement was to get the attention of OEMs and ship them battery packs for validation. Marko said: We are right now shipping demo packs to OEMs under NDAs and under tight disclosures so that they can test that all of that is true, which serves our business very well [better than disclosing the chemistry]. But these programs with OEMs are likely to take a long time before they become public. Shorter term, there’s Verge Motorcycles shipping bikes with the battery by the end of the quarter. Before that, Marko also said that we should soon see third-party testing of those cells: We rather right now ship it to authorized research and science center that tests everything without opening it and telling everybody what’s in there. In short, we should have a good idea whether the claims are true or not in just a few weeks no matter what. What does Marko, or Donut Lab, have to gain by lying about this? I also discussed this with Marko and the only thing I could come up with is if he happens to be raising capital right now, but he shut that down: There are a million investors chasing us right now, but we are literally not talking to anybody. We tell investors that we can discuss terms after we have done all our disclosures. Marko insisted that Donut Lab is not taking any investment until they have proven their cells work. In short, it’s hard to find an upside for Donut Lab in making this announcement if the claims are not true. It doesn’t mean that they are, but it makes you think. The Investigation: What Is the “Donut Battery”? So, what is the secret sauce? Marko wouldn’t say, but after digging into public records, supply chains, and research papers, I believe we have a pretty good idea. Let me preface this by saying that I’m not a chemist or physicist, but I’ve been a journalist covering electric vehicles for more than a decade, and I’m pretty good at connecting the dots, and in this case, I’ve had the help of a couple of great sources, too. I’m not saying that this is the Donut Lab battery, but since they are not sharing much, we have to speculate, and all evidence points to a Finnish nanotechnology startup called Nordic Nano and its Chief Scientist, Dr. Bela Bhuskute. Donut Lab invested in Nordic Nano in October 2025, just months before this announcement. At the time of writing this, the press release has fewer than 200 views. The announcement went under the radar, and while Marko said that Nordic Nano is more of a “solar company” during our interview, the announcement mentions both solar and energy storage. Dr. Bhuskute’s research at Tampere University focuses on amorphous Titanium Dioxide nanostructures, which could benefit many different technologies, including batteries. It fits the “miracle” specs perfectly: - 100,000 Cycles: Traditional solid-state batteries are crystalline (like a brick wall) and crack when ions rush in. Dr. Bhuskute’s amorphous Titanium Dioxide is disordered (like a sponge) and “breathes,” allowing it to expand and contract without breaking. - 5-Minute Charge: This chemistry stores energy via “pseudocapacitance,” which is basically like Velcro. Ions stick to the surface almost instantly rather than having to burrow deep inside the material. - The Manufacturing: Nordic Nano uses a “nanofluid” printing process for its solar product using the technology. This aligns with Donut Lab’s description of a “clay-like” material that enables an easier manufacturing process. Some call this “battery printing”, which could explain Donut Lab’s ability to bring this to production in record time. When I asked Marko for the volumetric energy density (Wh/L), he claimed he “couldn’t remember”. Volumetric energy density is one of the few specs that Donut Lab hasn’t released. This battery is lighter than lithium-ion, but it could be bigger due to the amorphous nature of the titanium dioxide. However, the CEO claimed it has a higher volumetric density than traditional Li-ion batteries, without providing a specific number. If that’s true, not only could electric vehicles and energy storage switch to this new chemistry, but even personal electronics, such as smartphones. In 2025, Nordic Nano has been making moves, including securing a former large retail location in Imatra, Finland, near the Russian border: It could be where the company has set up production. Following investment from the Finnish government, Nordic Nano had to elaborate a bit on its products and confirmed that it is working on “solar energy systems and energy storage solutions”: The company’s range of products includes two product families: solar energy systems and energy storage solutions: The ultra-thin and flexible solar film collects twice the amount of energy compared to traditional silicon-based solar panels. Solid-state salt batteries are manufactured by printing from nanofluid, which enables the efficient use of space and the production of batteries in varying shapes. Furthermore, the company confirmed that it is using a “screenprinting” manufacturing method. This is not new. Other companies have produced battery cells with this technology with varying degrees of success. It appears that the bet is that the amorphous rather than crystalized titanium dioxide nanostructure could be more easily adapted and scaled with this manufacturing technology. Electrek’s Take I’m naturally skeptical, and this screams “too good to be true”, but I can’t find anything that categorically rejects the claims. I get battery breakthrough announcements in my inbox every week, and most of the time they never amount to anything. If I decide to spend some time researching them and talking to experts, I generally quickly hit a problem or two that make them commercially unviable. This announcement is different. We can’t really investigate the actual breakthrough; we can only speculate about it, since it is guarded. Marko’s logic for guarding the chemistry is sound, and the incentives to lie about what they have aren’t clear if he is not currently raising money. Then, because they claim this is already in production and will be in a deliverable product within weeks, we will know whether the claims are true in short order, and their reputations, especially Marko’s, are on the line. During my interview, Marko didn’t seem too worried about it. It doesn’t sound like someone who needs to quickly figure out how to deliver this, but rather someone who has a couple of aces in their hand and is looking to maximize them. It’s also strange that this innovation and then production quickly comes from a relatively small company. I thought researching Donut Lab would make me more skeptical about the claims, but it’s the contrary. It confirms that their technology stems from years of research, backed by university and government funding for its commercialization. Could it be that this critical research went under the radar and a small electric motorcycle startup in need of a significant bump in energy density stumbled upon it? Then, a savvy entrepreneur quickly found a way to optimize the impact of this potentially groundbreaking tech by spinning out a startup from the motorcycle company to market the battery to a broader market. Maybe? This could be real, or it could be hype. Again, I’m still skeptical, but I can’t point to anything specific that would disprove any claim made about this miracle battery. Again, if this is true, we are talking about a complete reset of the entire energy and transportation sectors. Donut Lab would become one of the biggest companies in the world. A Nobel Prize would be coming to Dr. Bhuskute and her colleagues in the near future. If it’s not, Marko and Donut Lab’s reputation would be destroyed. There might also be a middle conclusion where the battery is nearly as good as they claim, but when you ramp up production, other problems arise, such as scrap, which has been the undoing of another company that recently tried screenprinting batteries. Who knows? But it sounds like we should find out soon. Within weeks, we should get independent verifications of the specs. Then the bikes get delivered within months. You can fake a presentation, but there are things you can’t fake.
24:10

This battery is about to change the world in 3 months, or make this guy a fool | Fred Lambert, Hacker News Donut Lab lit the EV and energy storage industry on fire last week with its announcement of a 400 Wh/kg solid-state battery cell that can last for 100 years. At face value, if true, we are looking at the single most disruptive announcement in the history of the electric vehicle industry and energy storage as a whole. We aren’t just talking about a better motorcycle battery. If the claims of a 5-minute charge, 100,000-cycle life, and ~400 Wh/kg energy density are accurate and scalable, as Donut Lab claims, this is the holy grail of energy storage. Battery breakthrough announcements generally don’t catch fire like this, but Donut Lab’s did because it said that the cell was already in production and will be in a production vehicle, Verge’s electric motorcycle, this quarter. It gave credibility to the claim, pushing everyone to report on it. Now, we have interviewed Donut Lab’s CEO and investigated the technology. At this point, it looks like either this battery changes the world within the next 3 months, or it will make the CEO look like a fool. In this article, we discuss the impact of the battery, whether real or not, as well as clues about the secret sauce behind its chemistry. The Holy Grail of Energy Storage Consider the implications. A battery that lasts 100,000 cycles is effectively immortal in human terms. You could charge it every single day for 270 years, and it would still be working. It means the battery outlives the vehicle, not just once, but ten times over. It changes the economics of transportation entirely: you buy the battery once, and you swap it into your next five cars. The power density required for a 5-minute charge and the 400 Wh/kg of energy density opens the door to commercial electric aviation, a sector currently strangled by the weight and slow charging speeds of lithium-ion. It solves the grid storage problem by offering a medium that doesn’t degrade, meaning utility companies could amortize the cost over a century rather than a decade. If this is real, the internal combustion engine didn’t just die today; it was buried 100 feet deep, and every other battery is not far behind. But, and this is a massive “but”, extraordinary claims require extraordinary proof, and Donut Lab has yet to release that proof. And that brings us to the man making them. The Man Betting His Reputation I spoke with Marko Lehtimäki, the CEO of Donut Lab and Chairman of Verge Motorcycles. My goal was simple: ask him about the chemistry behind his battery and, if that doesn’t work, look him in the eye and figure out if he’s selling vaporware or if he’s sitting on the breakthrough of the century. Marko isn’t a random guy shouting about a battery breakthrough that will change the world. He is a legit entrepreneur. A computer scientist who built a no-coding app builder years before “vibe coding” was even a thing and sold it to SAP. After the successful exit, he became an investor and serial entrepreneur with his biggest, or most well-known, company being Verge Motorcycles, which has real products on the road. By announcing that this “miracle battery” is already in production and will be shipping in customer vehicles within 10 weeks, he is betting his entire personal reputation on this technology. If he misses this timeline or if the specs are fake, Donut Labs and Verge Motorcycles might not survive the credibility loss. He has a lot to lose here. In my article about the battery announcement last week, I noted that Marko’s presentation was incredible. He basically described a perfect battery: record energy density, incredible charge rate, unprecedented longevity, no rare metals, a cost lower than traditional Li-ion cells, and in scalable production right now. Sounds too good to be true? The only thing he didn’t share was details about the chemistry, beyond saying it doesn’t use lithium or other rare metals. What’s the point of protecting the chemistry if the battery is already in production and it will be in a product shipped this quarter? If that’s true, the battery will be reverse-engineered before the snow completely melts. We discussed it with Marko during our interview. His logic is that once the bikes ship, competitors will tear them down and figure it out anyway. But that won’t happen for another 10 weeks or so, and the head start is critical for a technology this disruptive. In the meantime, Donut Lab’s goal with the announcement was to get the attention of OEMs and ship them battery packs for validation. Marko said: We are right now shipping demo packs to OEMs under NDAs and under tight disclosures so that they can test that all of that is true, which serves our business very well [better than disclosing the chemistry]. But these programs with OEMs are likely to take a long time before they become public. Shorter term, there’s Verge Motorcycles shipping bikes with the battery by the end of the quarter. Before that, Marko also said that we should soon see third-party testing of those cells: We rather right now ship it to authorized research and science center that tests everything without opening it and telling everybody what’s in there. In short, we should have a good idea whether the claims are true or not in just a few weeks no matter what. What does Marko, or Donut Lab, have to gain by lying about this? I also discussed this with Marko and the only thing I could come up with is if he happens to be raising capital right now, but he shut that down: There are a million investors chasing us right now, but we are literally not talking to anybody. We tell investors that we can discuss terms after we have done all our disclosures. Marko insisted that Donut Lab is not taking any investment until they have proven their cells work. In short, it’s hard to find an upside for Donut Lab in making this announcement if the claims are not true. It doesn’t mean that they are, but it makes you think. The Investigation: What Is the “Donut Battery”? So, what is the secret sauce? Marko wouldn’t say, but after digging into public records, supply chains, and research papers, I believe we have a pretty good idea. Let me preface this by saying that I’m not a chemist or physicist, but I’ve been a journalist covering electric vehicles for more than a decade, and I’m pretty good at connecting the dots, and in this case, I’ve had the help of a couple of great sources, too. I’m not saying that this is the Donut Lab battery, but since they are not sharing much, we have to speculate, and all evidence points to a Finnish nanotechnology startup called Nordic Nano and its Chief Scientist, Dr. Bela Bhuskute. Donut Lab invested in Nordic Nano in October 2025, just months before this announcement. At the time of writing this, the press release has fewer than 200 views. The announcement went under the radar, and while Marko said that Nordic Nano is more of a “solar company” during our interview, the announcement mentions both solar and energy storage. Dr. Bhuskute’s research at Tampere University focuses on amorphous Titanium Dioxide nanostructures, which could benefit many different technologies, including batteries. It fits the “miracle” specs perfectly: - 100,000 Cycles: Traditional solid-state batteries are crystalline (like a brick wall) and crack when ions rush in. Dr. Bhuskute’s amorphous Titanium Dioxide is disordered (like a sponge) and “breathes,” allowing it to expand and contract without breaking. - 5-Minute Charge: This chemistry stores energy via “pseudocapacitance,” which is basically like Velcro. Ions stick to the surface almost instantly rather than having to burrow deep inside the material. - The Manufacturing: Nordic Nano uses a “nanofluid” printing process for its solar product using the technology. This aligns with Donut Lab’s description of a “clay-like” material that enables an easier manufacturing process. Some call this “battery printing”, which could explain Donut Lab’s ability to bring this to production in record time. When I asked Marko for the volumetric energy density (Wh/L), he claimed he “couldn’t remember”. Volumetric energy density is one of the few specs that Donut Lab hasn’t released. This battery is lighter than lithium-ion, but it could be bigger due to the amorphous nature of the titanium dioxide. However, the CEO claimed it has a higher volumetric density than traditional Li-ion batteries, without providing a specific number. If that’s true, not only could electric vehicles and energy storage switch to this new chemistry, but even personal electronics, such as smartphones. In 2025, Nordic Nano has been making moves, including securing a former large retail location in Imatra, Finland, near the Russian border: It could be where the company has set up production. Following investment from the Finnish government, Nordic Nano had to elaborate a bit on its products and confirmed that it is working on “solar energy systems and energy storage solutions”: The company’s range of products includes two product families: solar energy systems and energy storage solutions: The ultra-thin and flexible solar film collects twice the amount of energy compared to traditional silicon-based solar panels. Solid-state salt batteries are manufactured by printing from nanofluid, which enables the efficient use of space and the production of batteries in varying shapes. Furthermore, the company confirmed that it is using a “screenprinting” manufacturing method. This is not new. Other companies have produced battery cells with this technology with varying degrees of success. It appears that the bet is that the amorphous rather than crystalized titanium dioxide nanostructure could be more easily adapted and scaled with this manufacturing technology. Electrek’s Take I’m naturally skeptical, and this screams “too good to be true”, but I can’t find anything that categorically rejects the claims. I get battery breakthrough announcements in my inbox every week, and most of the time they never amount to anything. If I decide to spend some time researching them and talking to experts, I generally quickly hit a problem or two that make them commercially unviable. This announcement is different. We can’t really investigate the actual breakthrough; we can only speculate about it, since it is guarded. Marko’s logic for guarding the chemistry is sound, and the incentives to lie about what they have aren’t clear if he is not currently raising money. Then, because they claim this is already in production and will be in a deliverable product within weeks, we will know whether the claims are true in short order, and their reputations, especially Marko’s, are on the line. During my interview, Marko didn’t seem too worried about it. It doesn’t sound like someone who needs to quickly figure out how to deliver this, but rather someone who has a couple of aces in their hand and is looking to maximize them. It’s also strange that this innovation and then production quickly comes from a relatively small company. I thought researching Donut Lab would make me more skeptical about the claims, but it’s the contrary. It confirms that their technology stems from years of research, backed by university and government funding for its commercialization. Could it be that this critical research went under the radar and a small electric motorcycle startup in need of a significant bump in energy density stumbled upon it? Then, a savvy entrepreneur quickly found a way to optimize the impact of this potentially groundbreaking tech by spinning out a startup from the motorcycle company to market the battery to a broader market. Maybe? This could be real, or it could be hype. Again, I’m still skeptical, but I can’t point to anything specific that would disprove any claim made about this miracle battery. Again, if this is true, we are talking about a complete reset of the entire energy and transportation sectors. Donut Lab would become one of the biggest companies in the world. A Nobel Prize would be coming to Dr. Bhuskute and her colleagues in the near future. If it’s not, Marko and Donut Lab’s reputation would be destroyed. There might also be a middle conclusion where the battery is nearly as good as they claim, but when you ramp up production, other problems arise, such as scrap, which has been the undoing of another company that recently tried screenprinting batteries. Who knows? But it sounds like we should find out soon. Within weeks, we should get independent verifications of the specs. Then the bikes get delivered within months. You can fake a presentation, but there are things you can’t fake.

Owen Gregorian

123,359 次观看 • 7 个月前

PROJECT MAVEN and the U.S. Military's Cutting-Edge Arsenal of AI-Driven Warfare and Directed Energy Weapons. This is an important deep dive into one of the U.S. Department of War's most transformative initiatives, a game-changer that's reshaping modern warfare through artificial intelligence. Launched in 2017 under the Algorithmic Warfare Cross-Functional Team, Project Maven isn't just another tech buzzword; it's the Pentagon's flagship AI program designed to supercharge military intelligence by automating the analysis of vast troves of data from drones, satellites, and surveillance feeds. Highlighting how Maven uses machine learning and computer vision to detect, classify, and track targets in real-time, compressing the "kill chain" from hours to minutes. The weapon and defense systems powering this revolution, including the seamless integration of Directed Energy Weapons (DEWs). Project Maven serves as the brain, processing petabytes of imagery to identify threats like enemy vehicles, personnel, or infrastructure with pinpoint accuracy—far beyond what human analysts could achieve alone. Initially deployed against ISIS in 2017, it fused data from full-motion video (FMV) and other sensors to flag potential strikes, always with human oversight in the loop to ensure ethical decision-making. Today, under the National Geospatial-Intelligence Agency (NGA), Maven has expanded to all military branches—Army, Air Force, Space Force, Navy, and Marines—via platforms like the Maven Smart System (MSS). MSS isn't just about detection; it's a force multiplier, enabling rapid targeting in exercises like Scarlet Dragon, where it slashed manpower needs from thousands to mere dozens while handling complex scenarios in CENTCOM and beyond. Now, pair this AI prowess with the U.S. military's Directed Energy Weapons, and you get a lethal, futuristic synergy. DEWs harness concentrated electromagnetic energy—think high-energy lasers (HELs) and high-power microwaves (HPMs)—to neutralize threats without traditional munitions, offering infinite "ammo." These aren't hypothetical; they're operational and evolving rapidly. High-Energy Lasers (HELs), systems like the Navy's HELIOS (High-Energy Laser with Integrated Optical-Dazzler and Surveillance) aboard destroyers like the USS Preble deliver speed-of-light strikes to down drones, missiles, or small boats for pennies per shot. Integrated with Maven's AI targeting, HELIOS can acquire, track, and zap threats in swarms, as demonstrated in recent Pacific tests. The Army's DE M-SHORAD (Directed Energy Maneuver-Short Range Air Defense) prototype, mounted on Stryker vehicles, recently shredded drone swarms at Fort Sill, blending lasers with kinetic defenses for layered protection. High-Power Microwaves (HPMs), weapons like the Air Force's THOR (Tactical High-Power Operational Responder) unleash radiofrequency waves to fry electronics in drones or missiles from afar, covering wide areas with a single pulse. In urban or congested environments, HPMs provide non-lethal options, disrupting signals without collateral damage—perfect for Maven-identified targets in sensitive ops. Broader Defense Ecosystems, Maven feeds into systems like the Joint All-Domain Command and Control (JADC2), linking sensors across domains for seamless ops. DEWs complement this by offering scalable effects—from dazzling sensors (e.g., Vigilant Eagle for airport defense) to outright destruction. The Pentagon's Directed Energy Roadmap, with $1 billion annual investments, pushes for higher power outputs to tackle hypersonic threats, while initiatives like the High Energy Laser Scaling Initiative bolster industrial production. What makes this combo so revolutionary? Speed, precision, and cost-efficiency. Maven's AI spots the threat; DEWs eliminate it at light speed, with deep "magazines" that outlast ammo stockpiles. Project Maven is the spark igniting this fire, keeping the U.S. ahead in an era where data and energy are the ultimate weapons.
10:40

PROJECT MAVEN and the U.S. Military's Cutting-Edge Arsenal of AI-Driven Warfare and Directed Energy Weapons. This is an important deep dive into one of the U.S. Department of War's most transformative initiatives, a game-changer that's reshaping modern warfare through artificial intelligence. Launched in 2017 under the Algorithmic Warfare Cross-Functional Team, Project Maven isn't just another tech buzzword; it's the Pentagon's flagship AI program designed to supercharge military intelligence by automating the analysis of vast troves of data from drones, satellites, and surveillance feeds. Highlighting how Maven uses machine learning and computer vision to detect, classify, and track targets in real-time, compressing the "kill chain" from hours to minutes. The weapon and defense systems powering this revolution, including the seamless integration of Directed Energy Weapons (DEWs). Project Maven serves as the brain, processing petabytes of imagery to identify threats like enemy vehicles, personnel, or infrastructure with pinpoint accuracy—far beyond what human analysts could achieve alone. Initially deployed against ISIS in 2017, it fused data from full-motion video (FMV) and other sensors to flag potential strikes, always with human oversight in the loop to ensure ethical decision-making. Today, under the National Geospatial-Intelligence Agency (NGA), Maven has expanded to all military branches—Army, Air Force, Space Force, Navy, and Marines—via platforms like the Maven Smart System (MSS). MSS isn't just about detection; it's a force multiplier, enabling rapid targeting in exercises like Scarlet Dragon, where it slashed manpower needs from thousands to mere dozens while handling complex scenarios in CENTCOM and beyond. Now, pair this AI prowess with the U.S. military's Directed Energy Weapons, and you get a lethal, futuristic synergy. DEWs harness concentrated electromagnetic energy—think high-energy lasers (HELs) and high-power microwaves (HPMs)—to neutralize threats without traditional munitions, offering infinite "ammo." These aren't hypothetical; they're operational and evolving rapidly. High-Energy Lasers (HELs), systems like the Navy's HELIOS (High-Energy Laser with Integrated Optical-Dazzler and Surveillance) aboard destroyers like the USS Preble deliver speed-of-light strikes to down drones, missiles, or small boats for pennies per shot. Integrated with Maven's AI targeting, HELIOS can acquire, track, and zap threats in swarms, as demonstrated in recent Pacific tests. The Army's DE M-SHORAD (Directed Energy Maneuver-Short Range Air Defense) prototype, mounted on Stryker vehicles, recently shredded drone swarms at Fort Sill, blending lasers with kinetic defenses for layered protection. High-Power Microwaves (HPMs), weapons like the Air Force's THOR (Tactical High-Power Operational Responder) unleash radiofrequency waves to fry electronics in drones or missiles from afar, covering wide areas with a single pulse. In urban or congested environments, HPMs provide non-lethal options, disrupting signals without collateral damage—perfect for Maven-identified targets in sensitive ops. Broader Defense Ecosystems, Maven feeds into systems like the Joint All-Domain Command and Control (JADC2), linking sensors across domains for seamless ops. DEWs complement this by offering scalable effects—from dazzling sensors (e.g., Vigilant Eagle for airport defense) to outright destruction. The Pentagon's Directed Energy Roadmap, with $1 billion annual investments, pushes for higher power outputs to tackle hypersonic threats, while initiatives like the High Energy Laser Scaling Initiative bolster industrial production. What makes this combo so revolutionary? Speed, precision, and cost-efficiency. Maven's AI spots the threat; DEWs eliminate it at light speed, with deep "magazines" that outlast ammo stockpiles. Project Maven is the spark igniting this fire, keeping the U.S. ahead in an era where data and energy are the ultimate weapons.

The SCIF

21,324 次观看 • 8 个月前

MARKETS OPEN IN 20. every day is different. I will post unusual volume as I see it. I will give long thesis for potential 10x on small caps. We won’t miss another. Here’s another $DDD I give ideas on stocks that fly under the radar you won’t see me talking about the names 90% x are on. Be different. Be unique. Be you. Ideas are ideas. But finding another account working harder Good luck. 😤 Research 24/7 Scanning charts daily 500% runners & 10x longs I’m a real person DMs always open I’m shouting out legends every day who provide value I also just unfollowed 117 accounts who didn’t want rock with us. If you’re working hard and want to be seen and found on here. Follow and subscribe. I’m trying to find new hard workers and legends daily. Engaging with me means I’ll go straight to your account and do the same and if I like your content I make lists daily to do shouts. Plus. Alpha. Alpha. Alpha. More alpha Here’s some accounts you all should look into following BoltEdge ⚡️ Leif | Investing Tyler SolSuit d i v e r g e n t Doris Di Franklin407 Perspez GP the Fundamental Investor Eno 🥷 KURREN$Y KAPITAL Dmytro Lebid William Paulson Let’s all bank fam. Subscribe for just 1$ The community I’m building here on x will be one to remember. Follow me. Follow the people I suggest to follow. Subscribe. 🏦 BANK. $DDD is shifting into a high-value manufacturing platform positioned across: • AI data center thermal systems • semiconductor capital equipment • aerospace & defense production • medical & dental manufacturing THE NUMBERS THAT MATTER • Revenue (Q1 2026): $95.5M (+1% YoY, +11% ex-divestitures) • Healthcare segment: $50.1M (+21% YoY) • Gross margin: ~35.9–36.1% (expanding YoY) • Adjusted EBITDA: + $2.1M (from -$23.9M last year) • Cash: ~$86.5M • Market cap: ~$350M–$500M range (micro-cap re-rating zone) WHY THIS STORY IS DIFFERENT NOW 1) AI DATA CENTER COOLING DEMAND IS EXPLODING AI racks are moving into: • 30–140kW+ per rack • liquid cooling becoming mandatory • thermal engineering becoming critical infrastructure DDD already works in: • semiconductor wafer-stage thermal control • precision fluid manifolds • vacuum/cleanroom-compatible metal parts • ultra-high accuracy cooling systems That directly translates to: • cold plates • heat exchangers • direct-to-chip liquid cooling hardware 2) SEMICONDUCTOR + PRECISION ENGINEERING MOAT DDD’s advantage is not “printing parts.” It’s precision thermal + fluid physics manufacturing. They already solve: • <4 mK thermal stability systems • microfluidic channel optimization • vibration reduction via monolithic metal design • complex copper and alloy geometries 3) DEFENSE + ONSHORE MANUFACTURING TAILWIND Exposure across: • aerospace & defense programs • U.S. Air Force initiatives • naval + advanced materials supply chains • America Makes ecosystem Trend tailwind: 👉 reshoring + secure domestic production Defense buyers prioritize: • reliability • qualification • supply chain security not lowest cost $DDD fits that model. 4) TURNAROUND METRICS ARE IMPROVING What changed vs prior cycle: • Operating losses sharply reduced • ~$55M cost cuts implemented • SG&A materially down • EBITDA inflection achieved • Healthcare now a core growth engine 5) MIX SHIFT = HIGHER QUALITY REVENUE Growth areas: • Dental + MedTech (+20%+) • Aerospace & defense (double-digit growth) • materials + recurring consumables This is a $350–500M micro-cap showing: • positive EBITDA inflection • expanding margins • AI infrastructure adjacency • defense + semicap exposure • healthcare growth engine If execution continues, the rerating case is not about “3D printing hype” — it’s about whether the market starts valuing it as critical thermal + precision manufacturing infrastructure for AI and defense. $VOO $HIVE $HYLN $VELO $HYFT $CELH $PLTR $HIMS $RDDT $AIB $FEMY $JOBY $TE $SIVE $ZS $MRVL $SNPS $SNOW $DELL $LAES
1:34

MARKETS OPEN IN 20. every day is different. I will post unusual volume as I see it. I will give long thesis for potential 10x on small caps. We won’t miss another. Here’s another $DDD I give ideas on stocks that fly under the radar you won’t see me talking about the names 90% x are on. Be different. Be unique. Be you. Ideas are ideas. But finding another account working harder Good luck. 😤 Research 24/7 Scanning charts daily 500% runners & 10x longs I’m a real person DMs always open I’m shouting out legends every day who provide value I also just unfollowed 117 accounts who didn’t want rock with us. If you’re working hard and want to be seen and found on here. Follow and subscribe. I’m trying to find new hard workers and legends daily. Engaging with me means I’ll go straight to your account and do the same and if I like your content I make lists daily to do shouts. Plus. Alpha. Alpha. Alpha. More alpha Here’s some accounts you all should look into following BoltEdge ⚡️ Leif | Investing Tyler SolSuit d i v e r g e n t Doris Di Franklin407 Perspez GP the Fundamental Investor Eno 🥷 KURREN$Y KAPITAL Dmytro Lebid William Paulson Let’s all bank fam. Subscribe for just 1$ The community I’m building here on x will be one to remember. Follow me. Follow the people I suggest to follow. Subscribe. 🏦 BANK. $DDD is shifting into a high-value manufacturing platform positioned across: • AI data center thermal systems • semiconductor capital equipment • aerospace & defense production • medical & dental manufacturing THE NUMBERS THAT MATTER • Revenue (Q1 2026): $95.5M (+1% YoY, +11% ex-divestitures) • Healthcare segment: $50.1M (+21% YoY) • Gross margin: ~35.9–36.1% (expanding YoY) • Adjusted EBITDA: + $2.1M (from -$23.9M last year) • Cash: ~$86.5M • Market cap: ~$350M–$500M range (micro-cap re-rating zone) WHY THIS STORY IS DIFFERENT NOW 1) AI DATA CENTER COOLING DEMAND IS EXPLODING AI racks are moving into: • 30–140kW+ per rack • liquid cooling becoming mandatory • thermal engineering becoming critical infrastructure DDD already works in: • semiconductor wafer-stage thermal control • precision fluid manifolds • vacuum/cleanroom-compatible metal parts • ultra-high accuracy cooling systems That directly translates to: • cold plates • heat exchangers • direct-to-chip liquid cooling hardware 2) SEMICONDUCTOR + PRECISION ENGINEERING MOAT DDD’s advantage is not “printing parts.” It’s precision thermal + fluid physics manufacturing. They already solve: • <4 mK thermal stability systems • microfluidic channel optimization • vibration reduction via monolithic metal design • complex copper and alloy geometries 3) DEFENSE + ONSHORE MANUFACTURING TAILWIND Exposure across: • aerospace & defense programs • U.S. Air Force initiatives • naval + advanced materials supply chains • America Makes ecosystem Trend tailwind: 👉 reshoring + secure domestic production Defense buyers prioritize: • reliability • qualification • supply chain security not lowest cost $DDD fits that model. 4) TURNAROUND METRICS ARE IMPROVING What changed vs prior cycle: • Operating losses sharply reduced • ~$55M cost cuts implemented • SG&A materially down • EBITDA inflection achieved • Healthcare now a core growth engine 5) MIX SHIFT = HIGHER QUALITY REVENUE Growth areas: • Dental + MedTech (+20%+) • Aerospace & defense (double-digit growth) • materials + recurring consumables This is a $350–500M micro-cap showing: • positive EBITDA inflection • expanding margins • AI infrastructure adjacency • defense + semicap exposure • healthcare growth engine If execution continues, the rerating case is not about “3D printing hype” — it’s about whether the market starts valuing it as critical thermal + precision manufacturing infrastructure for AI and defense. $VOO $HIVE $HYLN $VELO $HYFT $CELH $PLTR $HIMS $RDDT $AIB $FEMY $JOBY $TE $SIVE $ZS $MRVL $SNPS $SNOW $DELL $LAES

THE GAP FATHER

20,333 次观看 • 3 个月前

We raised a $135M Series A! 8090’s Series A was led by Salesforce Ventures and joined by WNDR, Craft Ventures, The Production Board, and LAUNCH. We also had the support of a group of esteemed angels including Nikesh Arora, Cliff Robbins, Adam D’Angelo, Shyam Ravindran, Abhi Arun, and Thomas Laffont. We’re grateful for their support. It validates 8090’s mission and traction so far, but mostly it accelerates the work ahead. The capital will go to two places. The first is hiring more people, because the demand we have is accelerating rapidly. The second is investing in the compute and infrastructure needed to keep delivering our solutions at high quality and reliability. 8090 works with the biggest, hardest, most demanding customers in the most regulated industries: healthcare, insurance, life sciences, aerospace, energy, manufacturing, financial services, and the United States government. We help them win by using our AI-enabled Software Factory to design and build entire new systems, refactor old ones, and find and accelerate their edge. Our view is that as Software Factory is used more and more to do mission-critical work inside industries with the least tolerance for error and the most oversight, it will be used to bring transparency, consistency and control to work everywhere. And as we expand the potential of the biggest organizations, we are also building a playbook and a series of network effects into Software Factory that will be valuable to everyone, from SMBs to solo founders. With much gratitude, back to work… PS - A note on why I am doing this as CEO, rather than from the board. This is one of those rare moments when the technological ground is moving so ferociously underneath all of us that the decisions made in the next few years will set the stage for the next twenty. AI can be the grand equalizer. It is the thing that can give everybody a shot, and I would like to help it achieve that potential. Since I left Facebook, I was waiting for a moment like this to return to a full-time operating role. I was a demanding manager back then, but I felt I had no choice given how powerful and undeniable what we were building was. I am convinced that what we are building now is even more important, so there was no decision to make except to be all in.
0:50

We raised a $135M Series A! 8090’s Series A was led by Salesforce Ventures and joined by WNDR, Craft Ventures, The Production Board, and LAUNCH. We also had the support of a group of esteemed angels including Nikesh Arora, Cliff Robbins, Adam D’Angelo, Shyam Ravindran, Abhi Arun, and Thomas Laffont. We’re grateful for their support. It validates 8090’s mission and traction so far, but mostly it accelerates the work ahead. The capital will go to two places. The first is hiring more people, because the demand we have is accelerating rapidly. The second is investing in the compute and infrastructure needed to keep delivering our solutions at high quality and reliability. 8090 works with the biggest, hardest, most demanding customers in the most regulated industries: healthcare, insurance, life sciences, aerospace, energy, manufacturing, financial services, and the United States government. We help them win by using our AI-enabled Software Factory to design and build entire new systems, refactor old ones, and find and accelerate their edge. Our view is that as Software Factory is used more and more to do mission-critical work inside industries with the least tolerance for error and the most oversight, it will be used to bring transparency, consistency and control to work everywhere. And as we expand the potential of the biggest organizations, we are also building a playbook and a series of network effects into Software Factory that will be valuable to everyone, from SMBs to solo founders. With much gratitude, back to work… PS - A note on why I am doing this as CEO, rather than from the board. This is one of those rare moments when the technological ground is moving so ferociously underneath all of us that the decisions made in the next few years will set the stage for the next twenty. AI can be the grand equalizer. It is the thing that can give everybody a shot, and I would like to help it achieve that potential. Since I left Facebook, I was waiting for a moment like this to return to a full-time operating role. I was a demanding manager back then, but I felt I had no choice given how powerful and undeniable what we were building was. I am convinced that what we are building now is even more important, so there was no decision to make except to be all in.

Chamath Palihapitiya

1,118,616 次观看 • 2 个月前

TRUMP UNVEILS GOLDEN DOME MISSLE DEFENSE SYSTEM. President Donald Trump said he had selected a design for the $175 billion Golden Dome missile defense shield and named U.S. Space Force General Michael Guetlein, to lead the ambitious program aimed at blocking threats from China and Russia. This is a Manhattan Project-scale mission, one that is both urgent and crucial to America’s security. Lockheed Martin is ready to partner with the best in industry, emerging, and large technology companies together to safeguard our nation. We lead the MDA’s National Team for C2BMC and successfully built the world’s most powerful missile defense software network, which connects forces around the world 24x7. This operationally proven, layered missile defense system allows commanders to make synchronized decisions about threats at any range, in any phase of flight, from any location in the world. From surface to space, Lockheed Martin is delivering combat-proven layered defense solutions so the U.S. and allies can stay ahead of accelerating threats. Our integrated air and missile defense systems provide the most advanced radars and sensors, command and control networks, satellites, targets, interceptors, and directed energy systems in the world. NGI is a first line of defense, tip-to-tail interceptor within the Missile Defense Agency’s Ground-based Midcourse Defense (GMD) system. PAC-3 is a world leader in defense technology for air defense missile systems, delivering unmatched capability across multi-domain environments. SBIRS serves as a critical missile warning system, utilizing infrared surveillance for early missile detection. The Long Range Discrimination Radar (LRDR) program is the backbone of the Missile Defense Agency’s layered defense strategy to protect the U.S. homeland from ballistic missile attacks. Sentinel A4 is a high-performance surveillance radar, replacing the legacy Sentinel A3, enhancing defense against cruise missiles, UAVs, and air threats. Aegis Combat System, the Navy’s most modern surface combat system, employs the SPY-1 radar for threat detection at sea. Experience the combat-proven THAAD, a top missile interceptor, protecting against ballistic threats with unmatched effectiveness. The F-35 is the most advanced node in a 21st Century Security network-centric architecture with the ability to securely connect high-tech platforms to share information across every domain. With a combination of all these advanced weapons, A.I., direct energy weapons (DEWs), and the finest aircraft and military in the world, let's just say this is like Skynet from Terminator movies on steroids. America will have the best country missle defense system in the world. Source: Lockheed Martin
2:46

TRUMP UNVEILS GOLDEN DOME MISSLE DEFENSE SYSTEM. President Donald Trump said he had selected a design for the $175 billion Golden Dome missile defense shield and named U.S. Space Force General Michael Guetlein, to lead the ambitious program aimed at blocking threats from China and Russia. This is a Manhattan Project-scale mission, one that is both urgent and crucial to America’s security. Lockheed Martin is ready to partner with the best in industry, emerging, and large technology companies together to safeguard our nation. We lead the MDA’s National Team for C2BMC and successfully built the world’s most powerful missile defense software network, which connects forces around the world 24x7. This operationally proven, layered missile defense system allows commanders to make synchronized decisions about threats at any range, in any phase of flight, from any location in the world. From surface to space, Lockheed Martin is delivering combat-proven layered defense solutions so the U.S. and allies can stay ahead of accelerating threats. Our integrated air and missile defense systems provide the most advanced radars and sensors, command and control networks, satellites, targets, interceptors, and directed energy systems in the world. NGI is a first line of defense, tip-to-tail interceptor within the Missile Defense Agency’s Ground-based Midcourse Defense (GMD) system. PAC-3 is a world leader in defense technology for air defense missile systems, delivering unmatched capability across multi-domain environments. SBIRS serves as a critical missile warning system, utilizing infrared surveillance for early missile detection. The Long Range Discrimination Radar (LRDR) program is the backbone of the Missile Defense Agency’s layered defense strategy to protect the U.S. homeland from ballistic missile attacks. Sentinel A4 is a high-performance surveillance radar, replacing the legacy Sentinel A3, enhancing defense against cruise missiles, UAVs, and air threats. Aegis Combat System, the Navy’s most modern surface combat system, employs the SPY-1 radar for threat detection at sea. Experience the combat-proven THAAD, a top missile interceptor, protecting against ballistic threats with unmatched effectiveness. The F-35 is the most advanced node in a 21st Century Security network-centric architecture with the ability to securely connect high-tech platforms to share information across every domain. With a combination of all these advanced weapons, A.I., direct energy weapons (DEWs), and the finest aircraft and military in the world, let's just say this is like Skynet from Terminator movies on steroids. America will have the best country missle defense system in the world. Source: Lockheed Martin

The SCIF

21,781 次观看 • 1 年前

$TE T1 Energy Energy is the new currency. AI deals are now measured in GWs. Without power, the AI revolution stalls. Data centers are being booted from cities due to energy concerns. Nat gas buildouts? 3-5 years out. Nuclear? A decade away. But data centers are building NOW. Solar is the only large-scale, rapidly deployable energy source ready today. China has a stranglehold. Even $TSLA doesn't make its own solar panels/cells. Enter FEOC rules (Foreign Entity of Concern): Only modules using U.S.-made cells qualify for the 10% domestic content bonus on top of the 30% ITC through 2029. Imported cells? Disqualifies the whole system. US based and large scale fully integrated publicly traded solar cell producers are very few. Actually there's really just two... 🔸First Solar $FSLR ($25B mkt cap) 🔸T1 Energy $TE ($700M mkt cap) T1 Energy $TE -One of the most vertically integrated solar makers in the U.S. -Texas based -Snagged a Texas solar plant dirt cheap post-Trump election from a Chinese firm. -Rated as having one of the most advanced solar manufacturing facilities in the world. -Another Texas plant online next year -Targeting 10 GW solar production capacity. A nuclear reactor makes ~5GW equivalent. That's two nuclear reactors per year. (there is currently only 13GW solar production capacity in the entire US) -Landmark Corning deal (Aug 2025) locks in U.S.-made polysilicon/wafers from Michigan for a full domestic chain: polysilicon → wafers → cells → panels -Zero China-sourced components in disclosures -It's competitor First Solar $FSLR is 36x the market cap. - $TE revenue surged from $3M (24Q4) to $54M (25Q1) to $133M (25Q2). Q3 estimate is $300M. -Turned positive gross profit this year -Poised for a major lift from Section 45X Production Tax Credits under the One Big Beautiful Bill Act -Cash projection: >$100M by year-end -P/S (TTM): 3.87 vs. $FSLR's 5.75 -Stock breaking out of multi-year consolidation -Down ~20% in recent pullback $FSLR is the safe pick. $TE? High risk, high reward. As energy desperation ramps up the move on $TE could be eye watering.
2:46

$TE T1 Energy Energy is the new currency. AI deals are now measured in GWs. Without power, the AI revolution stalls. Data centers are being booted from cities due to energy concerns. Nat gas buildouts? 3-5 years out. Nuclear? A decade away. But data centers are building NOW. Solar is the only large-scale, rapidly deployable energy source ready today. China has a stranglehold. Even $TSLA doesn't make its own solar panels/cells. Enter FEOC rules (Foreign Entity of Concern): Only modules using U.S.-made cells qualify for the 10% domestic content bonus on top of the 30% ITC through 2029. Imported cells? Disqualifies the whole system. US based and large scale fully integrated publicly traded solar cell producers are very few. Actually there's really just two... 🔸First Solar $FSLR ($25B mkt cap) 🔸T1 Energy $TE ($700M mkt cap) T1 Energy $TE -One of the most vertically integrated solar makers in the U.S. -Texas based -Snagged a Texas solar plant dirt cheap post-Trump election from a Chinese firm. -Rated as having one of the most advanced solar manufacturing facilities in the world. -Another Texas plant online next year -Targeting 10 GW solar production capacity. A nuclear reactor makes ~5GW equivalent. That's two nuclear reactors per year. (there is currently only 13GW solar production capacity in the entire US) -Landmark Corning deal (Aug 2025) locks in U.S.-made polysilicon/wafers from Michigan for a full domestic chain: polysilicon → wafers → cells → panels -Zero China-sourced components in disclosures -It's competitor First Solar $FSLR is 36x the market cap. - $TE revenue surged from $3M (24Q4) to $54M (25Q1) to $133M (25Q2). Q3 estimate is $300M. -Turned positive gross profit this year -Poised for a major lift from Section 45X Production Tax Credits under the One Big Beautiful Bill Act -Cash projection: >$100M by year-end -P/S (TTM): 3.87 vs. $FSLR's 5.75 -Stock breaking out of multi-year consolidation -Down ~20% in recent pullback $FSLR is the safe pick. $TE? High risk, high reward. As energy desperation ramps up the move on $TE could be eye watering.

YeahDave

146,661 次观看 • 10 个月前

In a newly released technical update, SpaceX's leadership team, which includes communications manager Dan Huot, Director of Satellite Engineering Ian Dahl, and CEO Elon Musk, detailed a highly ambitious infrastructure roadmap to design, manufacture, and operate specialized artificial intelligence computing satellites at scale. Positioned as a major strategic pillar to dramatically elevate civilizational energy and processing capacity on the Kardashev scale, this strategy moves past traditional communications architectures into massive orbital server arrays. Here is the complete breakdown of the core technologies and timelines driving this space-based intelligence revolution: 🛰️ AI1 satellite power and compute capacity Ian Dahl and Elon Musk introduced the baseline performance targets for the first-generation AI1 satellite, explaining how its custom hardware is engineered to operate like an orbital data center server rack. Ian Dahl noted that their direct operational experience with xAI guided them to target a 150-kilowatt peak power capacity. To manage active machine learning workloads continuously, Elon Musk explained that the satellite is optimized to maintain a sustained average compute power envelope of 120 kilowatts, which directly mirrors the real-world performance of a terrestrial NVIDIA server rack. The official presentation slides outline several key operational metrics for this payload configuration: ⚡ The custom architecture delivers a 150 kW peak compute payload. 🔋 The system maintains a 120 kW sustained average compute payload under active workloads. ⚖️ The hardware achieves a highly optimized power-to-weight density of 70 kW per ton. 🔄 The layout features a completely interchangeable compute provider design. "We thought that the right place to start is around the 150 kilowatt peak power level. But as we look at the workloads with our experience with xAI, we see that we can support about 120 kilowatts of average compute. The 150 kilowatt peak power level roughly matches what, say, an NVIDIA GV300 rack would do. A more reasonable operating envelope would be around 120 kilowatts average power, but it can peak up to 150. So it is basically thinking about it as a rack of compute in space." --- 📐 AI1 satellite dimensions and thermal efficiency specs Elon Musk detailed the physical layout of the AI1 satellite, highlighting the massive dimensions required to accommodate its immense power and cooling hardware. He shared specific design criteria, explaining that the engineering relies on a custom 150 kW solar array paired with a high-capacity deployable liquid radiator thermal management system. The technical specifications of this vehicle layout include: 📏 The structural frame features a massive 70-meter wingspan. ↕️ The vehicle spans a total deployed height of 20 meters. ☀️ The onboard solar array delivers an efficiency of 250 W/m² using technology manufactured in Bastrop, Texas. 🌡️ The thermal system utilizes a 110 m² deployable liquid radiator to cleanly dump waste heat. 🔄 The cooling architecture incorporates redundant pumping loops for mission safety. 🛡️ The exterior contains integrated micrometeoroid shielding to protect the fluid lines. 🧭 The double-sided radiators achieve a dissipation rate of 1400 watts per square meter while remaining oriented knife-edge to the sun. "The assumptions here are 250 watts per square meter for the solar array and about 1400 watts per square meter for the radiators. The radiators are double-sided, radiating on both sides, and they're oriented knife-edge to the sun. They have about a 70-meter wingspan, so these are fairly large." --- 🧩 Simplified design architecture built on Starlink V3 tech Elon Musk explained that despite the satellite's imposing size, its internal architecture is fundamentally much simpler than a standard Starlink satellite. Because it lacks heavy phased array and parabolic communications antennas, the entire vehicle layout is completely streamlined around a few essential structural modules: 🎛️ The hardware framework is arranged around a centralized compute module. ☀️ Large deployable solar arrays extend outward to capture orbital energy. 🌡️ A deployable liquid-radiator thermal management system controls active operational temperatures. 🔄 The engineering team heavily leverages the component evolution and manufacturing experience gained from developing the Starlink V3 vehicle platform. "The AI satellite is actually much simpler than a Starlink satellite. A Starlink satellite has gigantic phased array antennas, parabolic antennas, and a lot of laser links, making it much more complicated. An AI satellite is essentially a lot of solar cells, a radiator, and you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. A lot of this is technology we've already made for the Starlink V3 satellites." --- 🔌 Interchangeable compute reference designs and high connectivity Elon Musk outlined a modular hardware approach for the satellite's payload, allowing it to house a variety of industry-standard processing units depending on client requirements. This interchangeable compute rack is supported by a high-bandwidth connectivity loop that links separate orbital units together or transmits data directly back to Earth. The core network parameters include: 🧠 Reference designs are fully established to seamlessly accommodate NVIDIA Reuben chips. 💾 The system architecture is built to support alternative setups using NVIDIA GB300 chips. 💻 Custom hardware layouts are explicitly designed to integrate Google TPUs. 🌐 The onboard communications setup delivers roughly 1 terabit of laser link connectivity. ⏱️ The network closes the communication loop directly with the main Starlink constellation at an ultra-low latency of only 3 milliseconds. "Our current reference design is for NVIDIA Reuben chips, or it could be either GB300 or Reuben chips. We'll also have a reference design for TPUs. Essentially, you can put up any existing chips into orbit. There would also be probably something on the order of a terabit of laser link connectivity from the satellite. Then you can connect these racks of compute to each other by the laser links or directly to the Starlink constellations. Light travels 300 kilometers per millisecond, so that's about three milliseconds away." --- 🏭 The "gigasat" AI satellite and solar production hub in Bastrop, Texas Dan Huot highlighted that the primary production hub for this entire hardware ecosystem is anchored at their sprawling complex in Bastrop, Texas, officially designated as the Gigasat factory. Elon Musk verified that construction is already actively underway on the solar manufacturing facility to feed the project's supply line, with plans moving forward to construct the adjacent AI satellite assembly lines. The physical footprint and timeline of this manufacturing hub are defined by the following benchmarks: 🗺️ The company has over 1,000 acres of land currently owned or under contract for the site. 🏢 The manufacturing complex boasts a massive structural building potential exceeding 11 million square feet. ⚙️ The facility will vertically integrate production to manufacture solar ingots, wafers, solar cells, and completed AI satellites. 📅 Both the solar and AI satellite production lines are targeted to be operational at a viable volume by the end of next year. "We're going to be building a lot of satellites and we're going to be building them here in Bastrop. We already have the solar manufacturing facility under construction, and then we will be building out the AI sat production building soon. We expect to have the AI sat production, the solar production, and all of that operating at some reasonable volume by the end of next year." --- 🏢 The 100-million-square-foot "terafab" chip factory Elon Musk revealed a massive, long-term scaling strategy to build an immense chip manufacturing facility dubbed the "terafab" to completely bypass global semiconductor volume constraints. This manufacturing infrastructure is designed to transition the company into next-generation industrial scaling by producing highly specialized computing components at an unprecedented volume. The scale of this infrastructure project is defined by several extraordinary engineering and production benchmarks: 🏭 The colossal factory is projected to span approximately 100 million square feet, making it ten times larger than the current Tesla Gigafactory Texas. ⚡ The facility is structurally engineered to achieve a massive manufacturing output of 1 terawatt per year once fully operational. 📦 This unprecedented physical footprint provides the capacity required to manufacture 1 billion full-reticle equivalent chips annually. 🔌 Each individual chip manufactured by the facility is designed to run at a power capacity of 1 kilowatt. 🇺🇸 The total scaled output of the facility represents an energy footprint that is exactly double the current annual electricity consumption of the entire United States. "In order to get to the next order of magnitude, you need a gigantic chip factory. To give you a sense of scale here, we expect that the terafab is going to be around 100 million square feet, which is 10 times the size of the Tesla Gigafactory Texas. From a logic die standpoint, that's like having a billion chips per year with a kilowatt per reticle, scaling to a terawatt per year. That is twice the current electricity consumption of the United States." --- 📶 Next-generation high-volume Starlink terminals Dan Huot and Elon Musk introduced their next-generation Starlink user terminals, which have been redesigned specifically to achieve massive manufacturing throughput. Elon Musk pointed out that these newer models will be produced in vastly higher volumes than current hardware designs to fulfill their long-term global deployment targets: 📈 The upgraded user hardware is manufactured at a much higher volume capacity than existing units. 🌍 The company's ultimate target is to successfully deploy a few hundred million of these next-generation terminals worldwide. "In fact, these are the new Starlink terminals, which we made in much higher volume than the current terminals. Ultimately, we think there's probably going to be a few hundred million Starlink terminals out there." --- 📈 Aspirational timeline for orbital AI compute scaling Elon Musk laid out an ambitious, multi-year execution timeline detailing how the company plans to progressively scale space-based processing power. The roadmap targets an initial run-rate by the end of next year and sets an aggressive pace to increase total operational capacity sequentially through a structured, multi-phase timeline: 1️⃣ The initial target aims to hit an annualized run-rate of 1 gigawatt of space AI compute by the end of next year. 2️⃣ The capacity scales to an annualized rate of 10 gigawatts within the next two and a half years. 3️⃣ The operational envelope expands to reach 100 gigawatts in three and a half years. 4️⃣ The long-term deployment plan scales directly to a full terawatt capacity per year using the output of the terafab. "The goal is to get to roughly an annualized rate of a gigawatt per year by the end of next year in terms of space AI compute. Then aspirationally, we want to scale that by an order of magnitude per year. In two and a half years, hitting an annualized rate of 10 gigawatts a year in space, and in three and a half years, maybe a hundred gigawatts, going beyond that with the terafab to scale to a terawatt per year." --- 🌕 Ultimate scaling via lunar production and mass drivers Elon Musk explained that scaling three orders of magnitude past a single terawatt forces a transition completely off-planet to avoid the logistical penalty of Earth's deep gravity well. The vision relies on establishing manufacturing infrastructure directly on the moon to leverage localized resource loops and zero-atmosphere physics: 🌙 The company plans to establish localized raw production lines on the moon to fabricate solar panels, photovoltaics, and radiators from lunar materials. ⚡ Manufacturing components locally avoids the massive fuel and mass penalties of transporting heavy structural materials from Earth. 🧲 Because the moon has no atmosphere and only one-sixth of Earth's gravity, the facility will utilize an electromagnetic mass driver to launch completed satellites. 🚀 Operating essentially as a linear electric motor rail gun, this mechanism will shoot fully assembled AI satellites straight into deep space without relying on chemical rockets. "The only way that we can really see that you can achieve that is on the moon with a mass driver, essentially where you do local production of photovoltaics, solar panels, and radiators on the moon. Because the moon has no atmosphere and only one-sixth Earth's gravity, you can accelerate the AI satellites into deep space without a rocket. You can basically shoot them into space using an electromagnetic gun, like a rail gun type—it's basically a linear electric motor."
31:16

In a newly released technical update, SpaceX's leadership team, which includes communications manager Dan Huot, Director of Satellite Engineering Ian Dahl, and CEO Elon Musk, detailed a highly ambitious infrastructure roadmap to design, manufacture, and operate specialized artificial intelligence computing satellites at scale. Positioned as a major strategic pillar to dramatically elevate civilizational energy and processing capacity on the Kardashev scale, this strategy moves past traditional communications architectures into massive orbital server arrays. Here is the complete breakdown of the core technologies and timelines driving this space-based intelligence revolution: 🛰️ AI1 satellite power and compute capacity Ian Dahl and Elon Musk introduced the baseline performance targets for the first-generation AI1 satellite, explaining how its custom hardware is engineered to operate like an orbital data center server rack. Ian Dahl noted that their direct operational experience with xAI guided them to target a 150-kilowatt peak power capacity. To manage active machine learning workloads continuously, Elon Musk explained that the satellite is optimized to maintain a sustained average compute power envelope of 120 kilowatts, which directly mirrors the real-world performance of a terrestrial NVIDIA server rack. The official presentation slides outline several key operational metrics for this payload configuration: ⚡ The custom architecture delivers a 150 kW peak compute payload. 🔋 The system maintains a 120 kW sustained average compute payload under active workloads. ⚖️ The hardware achieves a highly optimized power-to-weight density of 70 kW per ton. 🔄 The layout features a completely interchangeable compute provider design. "We thought that the right place to start is around the 150 kilowatt peak power level. But as we look at the workloads with our experience with xAI, we see that we can support about 120 kilowatts of average compute. The 150 kilowatt peak power level roughly matches what, say, an NVIDIA GV300 rack would do. A more reasonable operating envelope would be around 120 kilowatts average power, but it can peak up to 150. So it is basically thinking about it as a rack of compute in space." --- 📐 AI1 satellite dimensions and thermal efficiency specs Elon Musk detailed the physical layout of the AI1 satellite, highlighting the massive dimensions required to accommodate its immense power and cooling hardware. He shared specific design criteria, explaining that the engineering relies on a custom 150 kW solar array paired with a high-capacity deployable liquid radiator thermal management system. The technical specifications of this vehicle layout include: 📏 The structural frame features a massive 70-meter wingspan. ↕️ The vehicle spans a total deployed height of 20 meters. ☀️ The onboard solar array delivers an efficiency of 250 W/m² using technology manufactured in Bastrop, Texas. 🌡️ The thermal system utilizes a 110 m² deployable liquid radiator to cleanly dump waste heat. 🔄 The cooling architecture incorporates redundant pumping loops for mission safety. 🛡️ The exterior contains integrated micrometeoroid shielding to protect the fluid lines. 🧭 The double-sided radiators achieve a dissipation rate of 1400 watts per square meter while remaining oriented knife-edge to the sun. "The assumptions here are 250 watts per square meter for the solar array and about 1400 watts per square meter for the radiators. The radiators are double-sided, radiating on both sides, and they're oriented knife-edge to the sun. They have about a 70-meter wingspan, so these are fairly large." --- 🧩 Simplified design architecture built on Starlink V3 tech Elon Musk explained that despite the satellite's imposing size, its internal architecture is fundamentally much simpler than a standard Starlink satellite. Because it lacks heavy phased array and parabolic communications antennas, the entire vehicle layout is completely streamlined around a few essential structural modules: 🎛️ The hardware framework is arranged around a centralized compute module. ☀️ Large deployable solar arrays extend outward to capture orbital energy. 🌡️ A deployable liquid-radiator thermal management system controls active operational temperatures. 🔄 The engineering team heavily leverages the component evolution and manufacturing experience gained from developing the Starlink V3 vehicle platform. "The AI satellite is actually much simpler than a Starlink satellite. A Starlink satellite has gigantic phased array antennas, parabolic antennas, and a lot of laser links, making it much more complicated. An AI satellite is essentially a lot of solar cells, a radiator, and you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. A lot of this is technology we've already made for the Starlink V3 satellites." --- 🔌 Interchangeable compute reference designs and high connectivity Elon Musk outlined a modular hardware approach for the satellite's payload, allowing it to house a variety of industry-standard processing units depending on client requirements. This interchangeable compute rack is supported by a high-bandwidth connectivity loop that links separate orbital units together or transmits data directly back to Earth. The core network parameters include: 🧠 Reference designs are fully established to seamlessly accommodate NVIDIA Reuben chips. 💾 The system architecture is built to support alternative setups using NVIDIA GB300 chips. 💻 Custom hardware layouts are explicitly designed to integrate Google TPUs. 🌐 The onboard communications setup delivers roughly 1 terabit of laser link connectivity. ⏱️ The network closes the communication loop directly with the main Starlink constellation at an ultra-low latency of only 3 milliseconds. "Our current reference design is for NVIDIA Reuben chips, or it could be either GB300 or Reuben chips. We'll also have a reference design for TPUs. Essentially, you can put up any existing chips into orbit. There would also be probably something on the order of a terabit of laser link connectivity from the satellite. Then you can connect these racks of compute to each other by the laser links or directly to the Starlink constellations. Light travels 300 kilometers per millisecond, so that's about three milliseconds away." --- 🏭 The "gigasat" AI satellite and solar production hub in Bastrop, Texas Dan Huot highlighted that the primary production hub for this entire hardware ecosystem is anchored at their sprawling complex in Bastrop, Texas, officially designated as the Gigasat factory. Elon Musk verified that construction is already actively underway on the solar manufacturing facility to feed the project's supply line, with plans moving forward to construct the adjacent AI satellite assembly lines. The physical footprint and timeline of this manufacturing hub are defined by the following benchmarks: 🗺️ The company has over 1,000 acres of land currently owned or under contract for the site. 🏢 The manufacturing complex boasts a massive structural building potential exceeding 11 million square feet. ⚙️ The facility will vertically integrate production to manufacture solar ingots, wafers, solar cells, and completed AI satellites. 📅 Both the solar and AI satellite production lines are targeted to be operational at a viable volume by the end of next year. "We're going to be building a lot of satellites and we're going to be building them here in Bastrop. We already have the solar manufacturing facility under construction, and then we will be building out the AI sat production building soon. We expect to have the AI sat production, the solar production, and all of that operating at some reasonable volume by the end of next year." --- 🏢 The 100-million-square-foot "terafab" chip factory Elon Musk revealed a massive, long-term scaling strategy to build an immense chip manufacturing facility dubbed the "terafab" to completely bypass global semiconductor volume constraints. This manufacturing infrastructure is designed to transition the company into next-generation industrial scaling by producing highly specialized computing components at an unprecedented volume. The scale of this infrastructure project is defined by several extraordinary engineering and production benchmarks: 🏭 The colossal factory is projected to span approximately 100 million square feet, making it ten times larger than the current Tesla Gigafactory Texas. ⚡ The facility is structurally engineered to achieve a massive manufacturing output of 1 terawatt per year once fully operational. 📦 This unprecedented physical footprint provides the capacity required to manufacture 1 billion full-reticle equivalent chips annually. 🔌 Each individual chip manufactured by the facility is designed to run at a power capacity of 1 kilowatt. 🇺🇸 The total scaled output of the facility represents an energy footprint that is exactly double the current annual electricity consumption of the entire United States. "In order to get to the next order of magnitude, you need a gigantic chip factory. To give you a sense of scale here, we expect that the terafab is going to be around 100 million square feet, which is 10 times the size of the Tesla Gigafactory Texas. From a logic die standpoint, that's like having a billion chips per year with a kilowatt per reticle, scaling to a terawatt per year. That is twice the current electricity consumption of the United States." --- 📶 Next-generation high-volume Starlink terminals Dan Huot and Elon Musk introduced their next-generation Starlink user terminals, which have been redesigned specifically to achieve massive manufacturing throughput. Elon Musk pointed out that these newer models will be produced in vastly higher volumes than current hardware designs to fulfill their long-term global deployment targets: 📈 The upgraded user hardware is manufactured at a much higher volume capacity than existing units. 🌍 The company's ultimate target is to successfully deploy a few hundred million of these next-generation terminals worldwide. "In fact, these are the new Starlink terminals, which we made in much higher volume than the current terminals. Ultimately, we think there's probably going to be a few hundred million Starlink terminals out there." --- 📈 Aspirational timeline for orbital AI compute scaling Elon Musk laid out an ambitious, multi-year execution timeline detailing how the company plans to progressively scale space-based processing power. The roadmap targets an initial run-rate by the end of next year and sets an aggressive pace to increase total operational capacity sequentially through a structured, multi-phase timeline: 1️⃣ The initial target aims to hit an annualized run-rate of 1 gigawatt of space AI compute by the end of next year. 2️⃣ The capacity scales to an annualized rate of 10 gigawatts within the next two and a half years. 3️⃣ The operational envelope expands to reach 100 gigawatts in three and a half years. 4️⃣ The long-term deployment plan scales directly to a full terawatt capacity per year using the output of the terafab. "The goal is to get to roughly an annualized rate of a gigawatt per year by the end of next year in terms of space AI compute. Then aspirationally, we want to scale that by an order of magnitude per year. In two and a half years, hitting an annualized rate of 10 gigawatts a year in space, and in three and a half years, maybe a hundred gigawatts, going beyond that with the terafab to scale to a terawatt per year." --- 🌕 Ultimate scaling via lunar production and mass drivers Elon Musk explained that scaling three orders of magnitude past a single terawatt forces a transition completely off-planet to avoid the logistical penalty of Earth's deep gravity well. The vision relies on establishing manufacturing infrastructure directly on the moon to leverage localized resource loops and zero-atmosphere physics: 🌙 The company plans to establish localized raw production lines on the moon to fabricate solar panels, photovoltaics, and radiators from lunar materials. ⚡ Manufacturing components locally avoids the massive fuel and mass penalties of transporting heavy structural materials from Earth. 🧲 Because the moon has no atmosphere and only one-sixth of Earth's gravity, the facility will utilize an electromagnetic mass driver to launch completed satellites. 🚀 Operating essentially as a linear electric motor rail gun, this mechanism will shoot fully assembled AI satellites straight into deep space without relying on chemical rockets. "The only way that we can really see that you can achieve that is on the moon with a mass driver, essentially where you do local production of photovoltaics, solar panels, and radiators on the moon. Because the moon has no atmosphere and only one-sixth Earth's gravity, you can accelerate the AI satellites into deep space without a rocket. You can basically shoot them into space using an electromagnetic gun, like a rail gun type—it's basically a linear electric motor."

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