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Precision at scale. Inside our stringer machines, more than 70 solar cells per minute are connected into high-performance cell strings — the electrical core of every solar module. All powered by materials and manufacturing capacity rooted in America’s industrial base.

T1 Energy

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167,575 просмотров • 3 месяцев назад •via X (Twitter)

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$TE sits directly in the power bottleneck behind the AI buildout. Its stringer machines connect 70+ solar cells per minute into the electrical core of high-performance solar modules with materials and manufacturing capacity anchored in the U.S.

$TE sits directly in the power bottleneck behind the AI buildout. Its stringer machines connect 70+ solar cells per minute into the electrical core of high-performance solar modules with materials and manufacturing capacity anchored in the U.S.

Shay Boloor

316,408 просмотров • 3 месяцев назад

Visited Bharat’s largest solar cell manufacturing facility. World class scale, technology & precision. Complex chemistry behind every solar cell involves ultra-pure materials. The process involves complex gases and specialty chemicals, handled in cleanroom environments. 📍Waaree Energies at Chikhli, Gujarat

Visited Bharat’s largest solar cell manufacturing facility. World class scale, technology & precision. Complex chemistry behind every solar cell involves ultra-pure materials. The process involves complex gases and specialty chemicals, handled in cleanroom environments. 📍Waaree Energies at Chikhli, Gujarat

Ashwini Vaishnaw

117,822 просмотров • 10 месяцев назад

At our G1_Dallas facility, we can produce more than 20,000 solar modules a day. That adds up to 5 GW/yr. That’s roughly 10% of all U.S. solar module manufacturing coming from a single site. This is American energy scale in action. ☀️

At our G1_Dallas facility, we can produce more than 20,000 solar modules a day. That adds up to 5 GW/yr. That’s roughly 10% of all U.S. solar module manufacturing coming from a single site. This is American energy scale in action. ☀️

T1 Energy

1,018,650 просмотров • 3 месяцев назад

#PE_ChoosesAP #ChooseSpeedChooseAP Telangana-based #PremierEnergies chose #AndhraPradesh for a ₹5,942 crore solar manufacturing investment, to be set up in Naidupeta Industrial Park, Nellore. The project includes a 4 GW TOPCon solar cell unit with a 5 GW silicon ingot and wafer plant, creating about 3,500 direct jobs with more as the ecosystem grows. Here’s the speed with which we got it done - AP fast-tracked 269 acres through APIIC in record time. Talks began in Oct 2024 & land allotted by Feb 2025. The parcel is backed by ports proximity and proactive incentives. This anchors AP as a leading solar manufacturing hub, strengthening industrial growth and the state economy, with capacity planned to scale to 7 GW. AP is proud to welcome India’s second-largest integrated solar cell & module manufacturer to AP - driving backward integration and green jobs for our youth.

#PE_ChoosesAP #ChooseSpeedChooseAP Telangana-based #PremierEnergies chose #AndhraPradesh for a ₹5,942 crore solar manufacturing investment, to be set up in Naidupeta Industrial Park, Nellore. The project includes a 4 GW TOPCon solar cell unit with a 5 GW silicon ingot and wafer plant, creating about 3,500 direct jobs with more as the ecosystem grows. Here’s the speed with which we got it done - AP fast-tracked 269 acres through APIIC in record time. Talks began in Oct 2024 & land allotted by Feb 2025. The parcel is backed by ports proximity and proactive incentives. This anchors AP as a leading solar manufacturing hub, strengthening industrial growth and the state economy, with capacity planned to scale to 7 GW. AP is proud to welcome India’s second-largest integrated solar cell & module manufacturer to AP - driving backward integration and green jobs for our youth.

Lokesh Nara

36,569 просмотров • 9 месяцев назад

Industrial dance, nothing more! 🕺🏻 But it's not just about dancing. These machines are behind one of the biggest chip producers. TRUMPF laser machines play a key role in the manufacturing processes of ASML. These high-precision lasers are used in the production of critical components for ASML’s EUV (Extreme Ultraviolet) lithography systems. The reliability and accuracy of TRUMPF’s laser technology help enable the nanometer-scale precision required in semiconductor fabrication. So actually, these machines might more relevant to AI and robotics industry than ever!

Industrial dance, nothing more! 🕺🏻 But it's not just about dancing. These machines are behind one of the biggest chip producers. TRUMPF laser machines play a key role in the manufacturing processes of ASML. These high-precision lasers are used in the production of critical components for ASML’s EUV (Extreme Ultraviolet) lithography systems. The reliability and accuracy of TRUMPF’s laser technology help enable the nanometer-scale precision required in semiconductor fabrication. So actually, these machines might more relevant to AI and robotics industry than ever!

Lukas Ziegler

176,753 просмотров • 10 месяцев назад

What goes into building a high-performance solar panel? It starts with ultra-clear solar glass engineered to maximize light transmission and protect every cell beneath it. Before production even begins, each sheet is automatically inspected and flex-tested to ensure durability on the line and in the field. This is Stage 1 of how we manufacture solar panels at T1.

What goes into building a high-performance solar panel? It starts with ultra-clear solar glass engineered to maximize light transmission and protect every cell beneath it. Before production even begins, each sheet is automatically inspected and flex-tested to ensure durability on the line and in the field. This is Stage 1 of how we manufacture solar panels at T1.

T1 Energy

1,295,846 просмотров • 3 месяцев назад

🇨🇳🇯🇵 China pulls ahead of Japan in race for next-generation solar power 👉 China now leads the world in perovskite solar cell patenting, overtaking Japan, which pioneered the technology. What’s known about the innovation? 🟠 Perovskite solar cells (PSCs) are lightweight, thin-film, and relatively inexpensive materials used to produce flexible solar cells. They can be integrated into buildings, vehicles, and other urban structures 🟠 Invented in 2009 by Japanese scientist Tsutomu Miyasaka, PSCs have rapidly advanced, reaching power conversion efficiencies of over 27% 🟠 By 2020, China had surpassed Japan in annual patent applications in this field 🟠 By 2025, China’s battery giant Contemporary Amperex Technology Co. Ltd. (CATL) had overtaken Panasonic Holdings in both intellectual property and manufacturing scale for these flexible cells 🟠 Meanwhile, researchers at Russia's ITMO University have developed PSCs with even higher efficiency using semiconductor nanocrystals

🇨🇳🇯🇵 China pulls ahead of Japan in race for next-generation solar power 👉 China now leads the world in perovskite solar cell patenting, overtaking Japan, which pioneered the technology. What’s known about the innovation? 🟠 Perovskite solar cells (PSCs) are lightweight, thin-film, and relatively inexpensive materials used to produce flexible solar cells. They can be integrated into buildings, vehicles, and other urban structures 🟠 Invented in 2009 by Japanese scientist Tsutomu Miyasaka, PSCs have rapidly advanced, reaching power conversion efficiencies of over 27% 🟠 By 2020, China had surpassed Japan in annual patent applications in this field 🟠 By 2025, China’s battery giant Contemporary Amperex Technology Co. Ltd. (CATL) had overtaken Panasonic Holdings in both intellectual property and manufacturing scale for these flexible cells 🟠 Meanwhile, researchers at Russia's ITMO University have developed PSCs with even higher efficiency using semiconductor nanocrystals

Sputnik

20,460 просмотров • 3 месяцев назад

In Xi'an, China, AI and robotics are powering a 24/7 "lights-out" car factory at Geely's intelligent production base. Machines and data work together across every step of the process, delivering precision manufacturing at scale. With an annual capacity of up to 300,000 vehicles, this smart factory shows how automation is shaping the future of mobility. #SmartManufacturing #ChinaInnovation #FutureMobility

In Xi'an, China, AI and robotics are powering a 24/7 "lights-out" car factory at Geely's intelligent production base. Machines and data work together across every step of the process, delivering precision manufacturing at scale. With an annual capacity of up to 300,000 vehicles, this smart factory shows how automation is shaping the future of mobility. #SmartManufacturing #ChinaInnovation #FutureMobility

China Xinhua News

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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.✨🤩

🔋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 просмотров • 2 месяцев назад

NEWS: Tesla has officially unveiled its new solar panel and solar panel mount. Solar panel: • All-black finish • Sits closer to the roof • 420W (up from 410W) • Uses same cascading cell technology as our Solar Roof cells to create 18 power zones (3x more than conventional panels). This reduces energy loss in shaded conditions & produces more energy. • Dimensions 71.1” x 44.7” x 1.57” (including frame). 3" shorter and 3" less wide than previous Tesla solar panel • Module efficiency: 20.5% • Weight: 49lbs Panel Mount: • 33% faster installation by using a groove-based frame system for streamlined assembly (eliminating traditional rails & clamps) • Up to 15% fewer roof penetrations while preserving structural integrity & lowering costs • Low-profile finish that is universally compatible with shingle, tile, metal & flat roofs

Sawyer Merritt

415,409 просмотров • 6 месяцев назад

Why the world should learn from China’s🇨🇳 economic model: In 1999, China’s economy was smaller than Italy’s. Today, China’s economy is larger than the combined economies of Germany, the United Kingdom, France, Italy, and Canada. It now has surpassed the US in GDP @ PPP. Here are some of China’s incredible achievements: -800 million people brought out of poverty in 4 decades -Extreme poverty eliminated in China -Lifted 98.99 million rural citizens out of poverty since 2013 -Expanded the Belt and Road Initiative to over 150 countries -Has built a larger high speed rail network than the rest of the world put together, expanding it from 10,000KM to over 50,000KM -Installed renewable energy capacity in China is roughly 4× larger than that of the United States today -Made China the world’s largest industrial economy, with manufacturing output now exceeding the US & EU combined -Presided over the largest housing and urbanisation programme in history, moving hundreds of millions into modern cities with infrastructure, utilities, and services. In 2013 730 million lived in cities, in 2025, 954 million lived in cities. An increase of 224 million. -By 2030, China is projected to account for over 40% of the world’s middle class -Average disposable income has increased more than 25x since 1980 (real terms) -China’s middle class already drives the majority of domestic consumption, shifting growth away from exports -China now contributes more to global consumption growth than the US and Europe combined -Steel production: China produces approximately 55% of global steel -Shipbuilding: China accounts for over 50% of global shipbuilding output -China produces more cement than the rest of the world combined ⚡️The renewable energy dominance: -China controls 80%+ of the global solar manufacturing market across the entire supply chain (wafers, cells, panels) -It produces approximately 98% of solar wafers, 92% of solar cells, and 85% of solar panels globally -In 2025 alone, China exported 200+ GW of solar cells, with exports surging over 73% year-on-year -Solar cells & wafers now make up 40%+ of China’s solar exports -China drove over 50% of global solar expansion in 2025 -Chinese battery giant CATL alone holds approximately 42% of the global EV battery market

Why the world should learn from China’s🇨🇳 economic model: In 1999, China’s economy was smaller than Italy’s. Today, China’s economy is larger than the combined economies of Germany, the United Kingdom, France, Italy, and Canada. It now has surpassed the US in GDP @ PPP. Here are some of China’s incredible achievements: -800 million people brought out of poverty in 4 decades -Extreme poverty eliminated in China -Lifted 98.99 million rural citizens out of poverty since 2013 -Expanded the Belt and Road Initiative to over 150 countries -Has built a larger high speed rail network than the rest of the world put together, expanding it from 10,000KM to over 50,000KM -Installed renewable energy capacity in China is roughly 4× larger than that of the United States today -Made China the world’s largest industrial economy, with manufacturing output now exceeding the US & EU combined -Presided over the largest housing and urbanisation programme in history, moving hundreds of millions into modern cities with infrastructure, utilities, and services. In 2013 730 million lived in cities, in 2025, 954 million lived in cities. An increase of 224 million. -By 2030, China is projected to account for over 40% of the world’s middle class -Average disposable income has increased more than 25x since 1980 (real terms) -China’s middle class already drives the majority of domestic consumption, shifting growth away from exports -China now contributes more to global consumption growth than the US and Europe combined -Steel production: China produces approximately 55% of global steel -Shipbuilding: China accounts for over 50% of global shipbuilding output -China produces more cement than the rest of the world combined ⚡️The renewable energy dominance: -China controls 80%+ of the global solar manufacturing market across the entire supply chain (wafers, cells, panels) -It produces approximately 98% of solar wafers, 92% of solar cells, and 85% of solar panels globally -In 2025 alone, China exported 200+ GW of solar cells, with exports surging over 73% year-on-year -Solar cells & wafers now make up 40%+ of China’s solar exports -China drove over 50% of global solar expansion in 2025 -Chinese battery giant CATL alone holds approximately 42% of the global EV battery market

Afshin Rattansi

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ELON: AT TESLA, WE DON’T THINK ABOUT COMPETITORS “From a Tesla perspective, we don't really think about other competitors. Our constraints are much more in raw materials and being able to scale up production. Our constraints are not imposed upon us by competitors, but rather by the realities of the supply chain and building up manufacturing capacity.” Source: Qatar Economic Forum, June 2022

ELON: AT TESLA, WE DON’T THINK ABOUT COMPETITORS “From a Tesla perspective, we don't really think about other competitors. Our constraints are much more in raw materials and being able to scale up production. Our constraints are not imposed upon us by competitors, but rather by the realities of the supply chain and building up manufacturing capacity.” Source: Qatar Economic Forum, June 2022

Mario Nawfal

32,945 просмотров • 1 год назад

Here is an unboxing of Tesla's new residential solar panel. Solar panel: • All-black finish • Sits closer to the roof • 420W (up from 410W) • Uses same cascading cell technology as our Solar Roof cells to create 18 power zones (3x more than conventional panels). This reduces energy loss in shaded conditions & produces more energy. • Dimensions 71.1” x 44.7” x 1.57” (including frame). 3" shorter and 3" less wide than previous Tesla solar panel • Module efficiency: 20.5% • Weight: 49lbs Panel Mount: • 33% faster installation by using a groove-based frame system for streamlined assembly (eliminating traditional rails & clamps) • Up to 15% fewer roof penetrations while preserving structural integrity & lowering costs • Low-profile finish that is universally compatible with shingle, tile, metal & flat roofs

Sawyer Merritt

546,272 просмотров • 6 месяцев назад

Russia’s🇷🇺 Foreign Minister Sergey Lavrov: ‘China🇨🇳 has beaten the US🇺🇸 at its own game of globalisation, by playing on their own terms.’ China’s success during globalisation while the US waged wars and let oligarchs hoard wealth: -800 million people brought out of poverty in 4 decades -Extreme poverty eliminated in China -Lifted 98.99 million rural citizens out of poverty since 2013 -Expanded the Belt and Road Initiative to over 150 countries -Has built a larger high speed rail network than the rest of the world put together, expanding it from 10,000KM to over 50,000KM -Installed renewable energy capacity in China is roughly 4× larger than that of the United States today -Made China the world’s largest industrial economy, with manufacturing output now exceeding the US & EU combined -Presided over the largest housing and urbanisation programme in history, moving hundreds of millions into modern cities with infrastructure, utilities, and services. In 2013 730 million lived in cities, in 2025, 954 million lived in cities. An increase of 224 million. -By 2030, China is projected to account for over 40% of the world’s middle class -Average disposable income has increased more than 25x since 1980 (real terms) -China’s middle class already drives the majority of domestic consumption, shifting growth away from exports -China now contributes more to global consumption growth than the US and Europe combined -Steel production: China produces approximately 55% of global steel -Shipbuilding: China accounts for over 50% of global shipbuilding output -China produces more cement than the rest of the world combined ⚡️The renewable energy dominance: -China controls 80%+ of the global solar manufacturing market across the entire supply chain (wafers, cells, panels) -It produces approximately 98% of solar wafers, 92% of solar cells, and 85% of solar panels globally -In 2025 alone, China exported 200+ GW of solar cells, with exports surging over 73% year-on-year -Solar cells & wafers now make up 40%+ of China’s solar exports -China drove over 50% of global solar expansion in 2025 -Chinese battery giant CATL alone holds approximately 42% of the global EV battery market

Russia’s🇷🇺 Foreign Minister Sergey Lavrov: ‘China🇨🇳 has beaten the US🇺🇸 at its own game of globalisation, by playing on their own terms.’ China’s success during globalisation while the US waged wars and let oligarchs hoard wealth: -800 million people brought out of poverty in 4 decades -Extreme poverty eliminated in China -Lifted 98.99 million rural citizens out of poverty since 2013 -Expanded the Belt and Road Initiative to over 150 countries -Has built a larger high speed rail network than the rest of the world put together, expanding it from 10,000KM to over 50,000KM -Installed renewable energy capacity in China is roughly 4× larger than that of the United States today -Made China the world’s largest industrial economy, with manufacturing output now exceeding the US & EU combined -Presided over the largest housing and urbanisation programme in history, moving hundreds of millions into modern cities with infrastructure, utilities, and services. In 2013 730 million lived in cities, in 2025, 954 million lived in cities. An increase of 224 million. -By 2030, China is projected to account for over 40% of the world’s middle class -Average disposable income has increased more than 25x since 1980 (real terms) -China’s middle class already drives the majority of domestic consumption, shifting growth away from exports -China now contributes more to global consumption growth than the US and Europe combined -Steel production: China produces approximately 55% of global steel -Shipbuilding: China accounts for over 50% of global shipbuilding output -China produces more cement than the rest of the world combined ⚡️The renewable energy dominance: -China controls 80%+ of the global solar manufacturing market across the entire supply chain (wafers, cells, panels) -It produces approximately 98% of solar wafers, 92% of solar cells, and 85% of solar panels globally -In 2025 alone, China exported 200+ GW of solar cells, with exports surging over 73% year-on-year -Solar cells & wafers now make up 40%+ of China’s solar exports -China drove over 50% of global solar expansion in 2025 -Chinese battery giant CATL alone holds approximately 42% of the global EV battery market

Afshin Rattansi

91,634 просмотров • 3 месяцев назад

Inside a steel pipe factory A behind the scenes look at how raw steel transforms into precision engineered pipes and honestly, it's way more fascinating than most people expect. From shaping and welding to finishing and quality checks, every step is a mix of heavy machinery and fine tuned control. It's not just "manufacturing", it's controlled power turned into usable infrastructure. Seeing the process up close really puts things into perspective... these pipes end up everywhere, quietly supporting cities, buildings, and entire industries. Industrial precision at its core.

Inside a steel pipe factory A behind the scenes look at how raw steel transforms into precision engineered pipes and honestly, it's way more fascinating than most people expect. From shaping and welding to finishing and quality checks, every step is a mix of heavy machinery and fine tuned control. It's not just "manufacturing", it's controlled power turned into usable infrastructure. Seeing the process up close really puts things into perspective... these pipes end up everywhere, quietly supporting cities, buildings, and entire industries. Industrial precision at its core.

Mechanical Knowledge

95,006 просмотров • 2 месяцев назад

China’s🇨🇳 Xi Jinping: "Marxism has provided a strong theoretical weapon for the Chinese revolution, construction and reform, enabling China, an ancient country in the east, to create an unprecedented development miracle in the history of mankind." The miracle: -800 million people brought out of poverty in 4 decades -Extreme poverty eliminated in China -Lifted 98.99 million rural citizens out of poverty since 2013 -Expanded the Belt and Road Initiative to over 150 countries -Has built a larger high speed rail network than the rest of the world put together, expanding it from 10,000KM to over 50,000KM -Installed renewable energy capacity in China is roughly 4× larger than that of the United States today -Made China the world’s largest industrial economy, with manufacturing output now exceeding the US & EU combined -Presided over the largest housing and urbanisation programme in history, moving hundreds of millions into modern cities with infrastructure, utilities, and services. In 2013 730 million lived in cities, in 2025, 954 million lived in cities. An increase of 224 million. -By 2030, China is projected to account for over 40% of the world’s middle class -Average disposable income has increased more than 25x since 1980 (real terms) -China’s middle class already drives the majority of domestic consumption, shifting growth away from exports -China now contributes more to global consumption growth than the US and Europe combined -Steel production: China produces approximately 55% of global steel -Shipbuilding: China accounts for over 50% of global shipbuilding output -China produces more cement than the rest of the world combined ⚡️The renewable energy dominance: -China controls 80%+ of the global solar manufacturing market across the entire supply chain (wafers, cells, panels) -It produces approximately 98% of solar wafers, 92% of solar cells, and 85% of solar panels globally -In 2025 alone, China exported 200+ GW of solar cells, with exports surging over 73% year-on-year -Solar cells & wafers now make up 40%+ of China’s solar exports -China drove over 50% of global solar expansion in 2025 -Chinese battery giant CATL alone holds approximately 42% of the global EV battery market

China’s🇨🇳 Xi Jinping: "Marxism has provided a strong theoretical weapon for the Chinese revolution, construction and reform, enabling China, an ancient country in the east, to create an unprecedented development miracle in the history of mankind." The miracle: -800 million people brought out of poverty in 4 decades -Extreme poverty eliminated in China -Lifted 98.99 million rural citizens out of poverty since 2013 -Expanded the Belt and Road Initiative to over 150 countries -Has built a larger high speed rail network than the rest of the world put together, expanding it from 10,000KM to over 50,000KM -Installed renewable energy capacity in China is roughly 4× larger than that of the United States today -Made China the world’s largest industrial economy, with manufacturing output now exceeding the US & EU combined -Presided over the largest housing and urbanisation programme in history, moving hundreds of millions into modern cities with infrastructure, utilities, and services. In 2013 730 million lived in cities, in 2025, 954 million lived in cities. An increase of 224 million. -By 2030, China is projected to account for over 40% of the world’s middle class -Average disposable income has increased more than 25x since 1980 (real terms) -China’s middle class already drives the majority of domestic consumption, shifting growth away from exports -China now contributes more to global consumption growth than the US and Europe combined -Steel production: China produces approximately 55% of global steel -Shipbuilding: China accounts for over 50% of global shipbuilding output -China produces more cement than the rest of the world combined ⚡️The renewable energy dominance: -China controls 80%+ of the global solar manufacturing market across the entire supply chain (wafers, cells, panels) -It produces approximately 98% of solar wafers, 92% of solar cells, and 85% of solar panels globally -In 2025 alone, China exported 200+ GW of solar cells, with exports surging over 73% year-on-year -Solar cells & wafers now make up 40%+ of China’s solar exports -China drove over 50% of global solar expansion in 2025 -Chinese battery giant CATL alone holds approximately 42% of the global EV battery market

Afshin Rattansi

99,689 просмотров • 4 месяцев назад

Elon Musk predicts that more than 90% of Earth's power will eventually come from solar with batteries "Satellites are just solar panels and a battery. That’s how all satellites work. With the Starlink satellite network, there’s 7,000 (now ~10K) satellites orbiting the Earth, and all they use is solar panels and a battery My prediction is, long-term, a majority of power on Earth - in fact, eventually it might be like 90% or more- will be solar panels with batteries That's my prediction. My predictions have a pretty good track record" Starlink already proves it works at massive scale in space

Elon Musk predicts that more than 90% of Earth's power will eventually come from solar with batteries "Satellites are just solar panels and a battery. That’s how all satellites work. With the Starlink satellite network, there’s 7,000 (now ~10K) satellites orbiting the Earth, and all they use is solar panels and a battery My prediction is, long-term, a majority of power on Earth - in fact, eventually it might be like 90% or more- will be solar panels with batteries That's my prediction. My predictions have a pretty good track record" Starlink already proves it works at massive scale in space

X Freeze

27,772 просмотров • 5 месяцев назад

Elon Musk on 𝕏 Spaces tonight: "The biggest opportunity on the moon is to make solar cells and radiators, and then, you're manufacturing on the moon anything that weighs a lot, chips maybe still come from Earth, they weigh very little. And then you can use a mass driver to put a billion tons of AI powered satellites into orbit per year. You could set a scale to 100 terawatts of AI compute per year from the moon. We already have 9000 satellites in orbit. So we know what it's like being in space."

Elon Musk on 𝕏 Spaces tonight: "The biggest opportunity on the moon is to make solar cells and radiators, and then, you're manufacturing on the moon anything that weighs a lot, chips maybe still come from Earth, they weigh very little. And then you can use a mass driver to put a billion tons of AI powered satellites into orbit per year. You could set a scale to 100 terawatts of AI compute per year from the moon. We already have 9000 satellites in orbit. So we know what it's like being in space."

DogeDesigner

241,096 просмотров • 7 месяцев назад

$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.

$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 просмотров • 10 месяцев назад