Energy Storage

Tesla

2026-10-02 13:09:51

Tesla deployed 13.7 GWh of energy storage products in the third quarter

Tesla (TSLA.O) deployed 13.7 gigawatt-hours of energy storage products in the third quarter, according to a newsflash cited by ChainCatcher. The brief item did not provide a regional breakdown, product mix, or comparative figures versus earlier periods. No additional operating details, revenue figures, or management comments were included in the source text. The report was published by ChainCatcher as a 7x24 news update.

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Nvidia

2026-09-21 19:38:39

Nvidia invests $2 billion in SB Energy as renewable developer eyes U.S. IPO

Nvidia has invested $2 billion to acquire a stake in renewable energy company SB Energy, according to Techub, citing Crypto Briefing. SB Energy is preparing for an initial public offering in the United States. The report said the investment is intended to help secure energy resources for the growth of AI infrastructure. SB Energy focuses on developing solar and energy storage projects. The deal links rising AI power demand with capital flowing into energy assets tied to data center expansion. No additional transaction terms were disclosed in the source material.

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Tesla

2026-09-21 07:01:00

Barclays sees Tesla Q3 deliveries at 475,000 as FSD adoption and Shanghai exports support volumes

Barclays said in a Sept. 18 report that Tesla could deliver about 475,000 vehicles in the third quarter of 2026, above the market consensus of 466,000 but still down 4% from a year earlier. The bank kept its Equal Weight stance, described in the source as a neutral rating, and left its price target at $370 against a cited current price of $366.20. The report argues that Tesla’s core auto business is being overshadowed by attention on Robotaxi and Optimus, even though two operating drivers remain central to the quarter: higher Full Self-Driving, or FSD, adoption and export growth from the Shanghai Gigafactory. Barclays said FSD penetration in North American deliveries topped 55% in the second quarter, well above management’s earlier guidance range in the upper half of 20% to 30%, and called it a demand and margin tailwind. The firm also said Shanghai’s cost advantage and export mix are adding to global deliveries and profitability. Barclays expects U.S. deliveries of roughly 165,000, Europe at around 71,000, and China at about 137,000. It also forecasts third-quarter production of about 480,000 vehicles and energy storage deployments of 15.6 GWh. The bank said auto gross margin could be flat to slightly down sequentially, while energy storage margins may improve from roughly 20% in the second quarter to the mid-to-high 20% range.

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Tesla

2026-09-12 04:25:56

Tesla deploys largest grid battery system in the U.S. at xAI's Memphis campus

Tesla has deployed what Techub News, citing Crypto Briefing, described as the largest grid battery energy storage system in the United States at xAI’s data center campus in Memphis. The brief report said the installation marks a shift toward more sustainable energy solutions. It also said the project is expected to affect regional energy dynamics around the Memphis site. No further technical details, capacity figures, or timeline beyond the reported deployment were provided in the source digest. The development links Tesla’s energy storage business with infrastructure supporting xAI’s Memphis campus, with the battery system positioned as a major power asset at the site.

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SK On

2026-08-31 00:40:40

SK On signs $1.1 billion battery supply deal with U.S. energy company Neovolt

South Korean battery maker SK On has signed a battery supply agreement worth $1.1 billion with U.S. energy company Neovolt, according to Techub, which cited Tech in Asia. Under the deal, SK On will supply a total of 9 GWh of lithium iron phosphate battery cells to Neovolt over the 2027 to 2031 period. The batteries are set to support Neovolt’s energy storage project development in the United States. The report identifies the agreement as a supply arrangement tied to future storage deployments, with delivery scheduled across multiple years rather than as a one-time shipment. No additional commercial terms were disclosed in the source provided.

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Bank of Ameri

2026-08-12 15:56:54

Bank of America Announces $250B U.S. Infrastructure Investment Plan

According to Fortune, as relayed by ChainCatcher, Bank of America announced on Wednesday a $250 billion infrastructure investment plan. The bank promised to invest the funds across critical U.S. infrastructure within the next twelve months. The plan encompasses data centers and computing capacity, renewable energy generation, energy storage, natural gas, electricity transmission networks, and critical minerals and mining. These areas span digital, energy, and resource sectors. The stated objectives are to support energy security, boost job growth, and enhance economic competitiveness. The investment will be directed to infrastructure considered critical to the United States. The plan covers traditional energy as well as clean energy, and also includes mining for key minerals. The timeframe is one year. The total amount is $250 billion. This is a major capital commitment announced by the bank on Wednesday. The news was reported by Fortune and relayed by ChainCatcher.

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Analog Chips

2026-08-07 12:44:13

Analog Chip Giants' Synchronized Price Hikes Open Mid-Market Window for Local Makers

Global analog and power semiconductor leaders have moved in unison to raise prices, according to MarsBit. Demand is surging for high-voltage power management and signal-chain chips across three high-growth end markets: AI servers, new-energy vehicles and energy storage. Supply pressure is building as overseas 8-inch wafer capacity shrinks and delivery lead times stretch. Those conditions are opening what the report describes as a golden window for domestic analog chip vendors with their own fabs or stable foundry partnerships. The opportunity is centered on the mid-range market, where local suppliers can replace imported chips in mature analog and power applications. The report combines three forces into one conclusion: synchronized price hikes by global leaders, strong demand from downstream high-growth sectors, and capacity constraints at overseas fabs. The analysis positions domestic suppliers with captive production or dependable outsourcing arrangements as the main beneficiaries of this window.

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SoftBank

2026-07-23 14:30:16

SoftBank to Convert Former Sharp LCD Plant in Osaka Into Zinc-Halogen Battery Hub for AI Power Storage

SoftBank plans to convert Sharp’s former LCD plant in Sakai, Osaka into a zinc-halogen battery production base, targeting 1 GWh annual output in FY2027 with Cosmos Lab and DeltaX as partners.

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