RT Jesse Peltan (@JessePeltan)China is the majority of electricity growth on Earth.3/4 of new supply is solar.That's the case globally, in China, in the U.S. — basically everywhere. ...

RT Mario Nawfal (@MarioNawfal)🚨🇺🇸 ELON JUST CALLED MEMPHIS ENVIRONMENTALISTS' BLUFF WITH 550 ACRES OF SOLARxAI announced 88 acres of solar panels around the Colossus supercomputer in Memphis. Environmental groups have been screaming about grid load and gas generators for months.Now they're getting 550 acres of renewable energy.Environmental activists claimed xAI would "strain the grid" and "rely on fossil fuels."Elon's response? Deploy more solar capacity than most cities see in a decade.The local state rep ...

[प्रशंसा] मेरा नाम जनक पटा मगन है। 40 साल की जर्नी है मेरी जिसको दो भाग में मैं बात करूंगी आपके साथ। अह पहला है बर्ली डेवलपमेंट इंस्टट्यूट फॉर रूरल वुमेन जहां पर आके मैंने चंडीगढ़ छोड़ के आके मैंने अपना जीवन समर्पित किया भाई पाइनियर के नाते और 2011 तक वहां सेवा देने के बाद मैंने और मेरे पति ने डिसाइड किया कि हम लोग अब एक गांव में रहेंगे। संस्था को लोगों को बहुत ऊंचाई पर जाने के बाद लोगों को हैंड ओवर करके चले जाइए। ऐसा ना हो कि हमारे जाने के साथ संस्था भी चली जाए क्योंकि ऐसा बहुत देखा था मैंने। ये मेरा फोटो ...

Starlight energy ftwJesse Peltan (@JessePeltan):China is the majority of electricity growth on Earth.3/4 of new supply is solar.That's the case globally, in China, in the U.S. — basically everywhere. https://t.co/eR31wIv0jM ...

AI in Space: Feasibility and Necessity - AI 在太空中的应用是不可避免的，前提是文明持续发展，需要确保文明呈上升趋势[1] - 为了达到 Kardashev 2 级文明（利用太阳能量的百万分之一），必须在深空部署太阳能 AI 卫星[1] - 地球仅接收太阳能量的约 1/2 billion（二十亿分之一），若要获得比地球可能产生的能量高 1 million（百万）倍的能量，必须进入太空[1] Cost and Efficiency of AI Compute - 在四到五年内，太空太阳能 AI 卫星将成为成本效益最低的 AI 计算方式[1] - 目前超级计算机的散热成本很高，在两吨重的机架中，1.95 吨用于冷却[1] - 在太空冷却芯片更容易，只需辐射散热，无需水冷[1] Energy Consumption and Scalability - 地球上的电力生产和冷却面临挑战，难以支持大规模 AI 计算[1] - 如果要实现每年 200-300 gigawatts（吉瓦）的 AI 计算，在地球上非常困难，这相当于美国平均年用电量的 2/3[1] - 达到每年 1 terawatt（太瓦）的计算量在地球上是不可能的，必须在太空实现[1] Advantages of Space-Based AI - 太空拥有持续的太阳能，无需电池，太阳能电池板更便宜，因为不需要玻璃或框架，冷却只需辐射散热[1]

"If civilization continues, AI in space is inevitable. In order to achieve any meaningful percentage of a Kardashev II scale civilization where you're using even a millionth of the sun's energy, you must have solar powered AI satellites in deep space”@elonmusk https://t.co/WyqCSUzJQC ...

RT Mario Nawfal (@MarioNawfal)ELON: SOLAR WILL DEFINE THE FUTURE OF ENERGYElon says the Kardashev Scale makes the path clear because a civilization grows by learning how to gather the energy around it and solar sits at the center of that climb.Even a small stretch of Texas or New Mexico could cover all electricity needs in the United States.One square mile can take in about two point five gigawatts of sunlight and roughly three gigawatt hours of power can flow from that space each day.Starlink already runs ...

About 80% of the global population without electricity live on a single continent. Satellite imagery of African cities compared to satellite imagery of Western cities at night, you can see the darkness versus the light. This lack of power matters.Electricity consumption and GDP growth are closely linked. In fact, virtually every wealthy nation on the planet uses power abundantly, and this isn't just about keeping the lights on, it's about economic independence. Electricity is a fundamental right because wit ...

Financial Data and Key Metrics Changes - In Q3 2025, total revenue reached $1.5 billion, landing at the high end of expectations, with a gross margin of 17.2%, exceeding guidance primarily due to strong contributions from energy storage shipments [5][6][22] - Net income attributable to shareholders was $9 million, translating to a net loss of $0.07 per diluted share, impacted by preferred shareholder expenses [7][22] - Operating expenses normalized to $222 million, reflecting lower shipping costs and ongoing internal cost reductions [22] Business Line Data and Key Metrics Changes - Solar module shipments totaled 5.1 GW, in line with expectations, while energy storage shipments reached a record 2.7 GWh [5][11] - CSI Solar reported revenue of $1.4 billion with a gross margin decrease of 730 basis points to 15%, driven by margin changes in both solar and storage businesses [11][22] - Recurrent Energy generated $102 million in revenue with a gross margin of 46.1%, primarily from high-margin project sales [16][22] Market Data and Key Metrics Changes - The contracted backlog for energy storage solutions increased to $3.1 billion, supported by newly signed projects in North America and Europe [12] - The company is expanding its presence in emerging markets like Germany and Australia, while maintaining strong growth in established markets [14][15] Company Strategy and Development Direction - The company is focusing on U.S. manufacturing investments, with plans for solar cell production in Indiana and lithium battery production in Kentucky starting in 2026 [8][9] - The strategy includes balancing project ownership sales to manage cash flow and reduce debt, with an emphasis on profitable solar markets and growth in the storage business [10][25] Management's Comments on Operating Environment and Future Outlook - Management noted that the solar industry is at an inflection point, with stabilizing market conditions following a downturn, presenting both challenges and opportunities [7] - The rise of AI-driven data centers is expected to drive unprecedented global electricity demand, with solar plus storage being the most flexible solution [9][19] Other Important Information - The company plans to increase project ownership sales in 2026 to enhance cash recycling and manage overall debt levels [25] - Total debt increased to $6.4 billion, primarily due to new borrowings tied to project development assets [24] Q&A Session Summary Question: Can you discuss the strategy of timing and leverage for project sales? - Management indicated they have enough operational projects to sell and do not need to sell early, aiming to maximize value post-COD [28][30] Question: How is the maturity of supplier relationships for U.S. manufacturing? - Management stated there are many suppliers outside China, and they are confident in meeting domestic content requirements for U.S. manufacturing [31][33] Question: Can you help bridge the gap in gross margins reported by your A-share subsidiary? - Management clarified that the gross margin for project sales was significantly higher, supporting the overall margin despite lower manufacturing margins [37][44] Question: What is the anticipated volume of asset sales in 2026? - Management noted they will be cautious and focus on cash generation, but specific numbers will be provided after board approval of the annual operation plan [58][60] Question: What is the expected installation demand for solar and energy storage in the U.S. in 2026? - Management expects stable demand for solar and strong growth for energy storage, particularly driven by data center-related storage demand [65][71]

Financial Data and Key Metrics Changes - In Q3 2025, total revenue reached $1.5 billion, landing at the high end of expectations, with a gross margin of 17.2%, exceeding guidance due to strong contributions from energy storage shipments [5][22] - Net income attributable to shareholders was $9 million, resulting in a net loss of $0.07 per diluted share, impacted by preferred shareholder effects [6][22] - Operating expenses normalized to $222 million, reflecting lower shipping costs and ongoing internal cost reductions [22] Business Line Data and Key Metrics Changes - Solar module shipments totaled 5.1 gigawatts, in line with expectations, while energy storage shipments reached a record 2.7 gigawatt-hours [5][11] - CSI Solar reported revenue of $1.4 billion, with a gross margin decrease of 730 basis points to 15%, driven by margin changes in both solar and storage businesses [11] - Recurrent Energy generated $102 million in revenue with a gross margin of 46.1%, primarily from profitable project sales [16] Market Data and Key Metrics Changes - The contracted backlog for energy storage solutions increased to $3.1 billion, supported by new projects in North America and Europe [12] - The company is expanding into new markets like Germany and Australia for residential energy storage, which is on track to become profitable in 2025 [9][14] Company Strategy and Development Direction - The company is focusing on U.S. manufacturing investments, with plans for solar cell production in Indiana and lithium battery production in Kentucky [8] - The strategy includes increasing project ownership sales in 2026 to enhance cash recycling and reduce leverage [26] - The company aims to differentiate itself through a resilient combination of strategy and execution amid a complex macro environment [6][7] Management's Comments on Operating Environment and Future Outlook - Management noted that the solar industry is at an inflection point, with market conditions stabilizing after a downturn [6] - The rise of AI-driven data centers is creating unprecedented global electricity demand, which the company aims to address with solar plus storage solutions [8][9] - Management expressed confidence in meeting OBBBA requirements and maintaining financial discipline while pursuing growth [34][50] Other Important Information - The company plans to maintain disciplined volume management, projecting module shipments of 4.6-4.8 gigawatts for Q4 2025 [25] - Total debt increased to $6.4 billion, primarily due to new borrowings tied to project development assets [24] Q&A Session Summary Question: Can you talk about the strategy of timing and leverage for project sales? - Management indicated they have enough operational projects to sell without needing to sell early, focusing on maximizing value post-COD [30] Question: Can you discuss the maturity of supplier relationships for U.S. manufacturing? - Management stated that there are many suppliers outside China, and they are confident in meeting OBBBA requirements for domestic content [32][34] Question: How do you bridge the gross margin gap with your A-share subsidiary? - Management clarified that the gross margin for project sales was significantly higher, supporting overall margins despite lower manufacturing margins [38][46] Question: What is the expected growth rate for U.S. installations in 2026? - Management expects stable demand for solar installations, while energy storage is anticipated to grow, particularly driven by data center-related demand [70][72] Question: How much of the 14-17 gigawatt-hours of shipment is expected to be in the U.S.? - Management indicated that around two-thirds of the shipments will be outside the U.S., reflecting a diversified portfolio [78]