Tesla’s energy storage business gets sucked into the company’s downward spiral | TechCrunch https://t.co/1mSYWXjpaA ...

编 译 / 钱亚光 设 计 / 赵昊然 来 源 / w w w. b l o o m b e r g . c o m , w w w. t h e v e r g e . c o m , i n si d e e v s. c o m 在内华达沙漠中的山丘上，两座巨大的建筑物之间，805块退役电动汽车电池整齐地排列着，每一 块都用不起眼的白色防水布包裹着——而且就静静地躺在那里，毫不起眼。这就是Redwood Energy 为人工智能基础设施公司数据中心供电的微型电网。 6月27日，电池回收企业Redwood Materials公司的子公司Redwood Energy公司在其位于内华达州斯 帕克斯的工厂举行的活动中宣布，将推出一项能源存储业务。该业务将利用其在电池回收业务中收 集到的电动汽车电池来为各类企业提供电力支持，而他们首先将从人工智能数据中心入手。 即使经过多年的使用，电动汽车电池仍能为不同的应用场景提供大量可用容量。Redwood Materials 表示，电池在被回收之前可以被重新用于构建固定式储能系统。这类系统有助于稳定电力电网，并 帮助各国摆脱化石燃料。 过去十年间，电动汽车的销量一直在迅速增 ...

BREAKING: Tesla deployed 9.6 GWh of energy storage last quarter ⚡️That’s down 7.7% QoQ but still up 2.1% YoY 📊 https://t.co/r1z9G38tX5 ...

Core Viewpoint - The introduction of Huawei's all-flash data center Pro+ significantly enhances the capabilities of data infrastructure, particularly in the context of AI applications across various industries, including education, healthcare, and manufacturing [3][5][8]. Group 1: Education Sector Impact - The "Smart Art Education Space" at the Central Academy of Drama demonstrates how AI motion capture and real-time rendering can transform traditional performance arts education [1]. - The implementation of Huawei's Pro+ cloud platform allows for real-time data collection and visualization, overcoming previous limitations in remote teaching for drama arts [3][5]. - AI-driven educational tools supported by Pro+ have been deployed in multiple schools, improving teaching and research efficiency [8]. Group 2: Technological Advancements - Huawei's Pro+ solution represents a comprehensive upgrade in data infrastructure, addressing the growing demand for AI-ready systems [5][7]. - The Pro+ system enhances performance, efficiency, and intelligence, providing a one-stop IT solution that simplifies deployment and management for enterprises [7]. - New products like OceanStor A600 are designed for AI inference scenarios, showcasing strong performance in various applications such as medical imaging and industrial quality inspection [8]. Group 3: Market Opportunities and Partnerships - Huawei aims to support partners in seizing market opportunities, promoting a "Partner + Huawei" system to enhance collaborative efforts [8][9]. - The company plans to share significant market opportunities, including a 40 billion data storage industry potential, and will provide resources for partner development [9]. - Huawei is committed to training over 5,000 data storage engineers to foster growth in the all-flash industry [9].

MALVERN, Pa., July 01, 2025 (GLOBE NEWSWIRE) -- CubeSmart (NYSE: CUBE) today announced that the Company will release financial results for the three-month period ended June 30, 2025 after the market close on Thursday, July 31, 2025. An accompanying conference call will be held at 11:00 a.m. ET on Friday, August 1, 2025. A live webcast of the conference call will be available online from the investor relations page of the Company’s corporate website at investors.cubesmart.com. Telephone participants may join ...

Core Insights - The stock market has experienced volatility in the first half of 2025, but several companies have shown impressive returns driven by AI momentum, energy sector strength, and bold corporate strategies [1] Company Performance - Palantir Technologies (PLTR) has achieved an 80.07% year-to-date return, significantly outperforming the broader market, driven by its growing role in AI and expanding government business [2][3] - NRG Energy (NRG) follows closely with a 77.99% gain, supported by strong Q1 earnings and the acquisition of natural gas power plants, which increased its generation capacity [6] - Howmet Aerospace (HWM) reported a 71.90% return, benefiting from the global rebound in air travel and rising demand for aircraft components [8] - Seagate Technology (STX) surged 66.20%, capitalizing on the growing need for data storage solutions for AI infrastructure [8] - Supermicro (SMCI) jumped 60.92%, driven by its role in building AI-optimized servers [8] - GE Vernova (GEV) climbed 60.87% amid increasing investor interest in renewables and grid modernization [10] - Newmont (NEM) gained 56.52%, driven by rising gold prices due to inflation concerns and a weaker dollar [10] - Uber (UBER) rose 54.71%, benefiting from strong performance in its mobility and delivery businesses [10] - GE Aerospace (GE) advanced 54.54% on strong demand in commercial and defense aviation [10] - CVS Health (CVS) increased by 53.00%, supported by restructuring efforts and a push into healthcare services [11] - Jabil (JBL) rose 51.47%, backed by steady demand in consumer electronics and automotive markets [11]

Core Insights - One Stop Systems, Inc. (OSS) has secured a $5 million contract from the U.S. Navy to deliver 61 rugged data storage units for the P-8A Poseidon reconnaissance aircraft, which is expected to contribute to OSS's revenue throughout 2025 [1][3] Group 1: Contract Details - The contract involves the delivery of military-spec data storage units designed and manufactured by OSS, featuring hot-swappable canisters of high-capacity NVMe flash storage for secure data offload and analysis in airborne environments [2] - To date, OSS has received over $45 million in total contracted revenue to support the P-8A Poseidon program, highlighting the company's ongoing commitment to this mission-critical aircraft [3] Group 2: Company Overview - OSS specializes in rugged Enterprise Class compute and storage products that enable AI, sensor fusion, and autonomous capabilities in challenging environments, including land, sea, and air [4][5] - The company's products are utilized across various industries, including defense, autonomous trucking, and farming, showcasing their versatility and application [5][6] Group 3: Market Position - OSS operates in the rapidly growing multi-billion-dollar edge computing market, focusing on AI-enabled solutions that require high performance in demanding conditions [6] - The company aims to pursue additional multiyear platform opportunities across both defense and commercial markets, reinforcing its growth strategy [3]

Company Performance - Seagate has achieved a 65% return year-to-date in 2025, significantly outperforming the S&P 500's 5% increase, driven by structural improvements and a shift towards next-gen technologies like HAMR [3] - The company forecasts Q4 adjusted EPS to be between $2.20 and $2.60, with revenue expected between $2.25 billion and $2.55 billion [7] Market Context - Seagate's stock has historically shown significant volatility, with a peak-to-trough decline of 58% during the 2022 inflation crisis and a 35.6% drop during the COVID-19 pandemic [10][11] - The stock currently trades at 18x consensus 2025 earnings, well above its three-year average of 5x, indicating elevated investor confidence but also a potential for steep declines [11] Technological Advancements - Seagate's Mozaic 3+ platform achieves 3 TB per platter through HAMR technology, with plans for 40 TB drives in 2026 and 100 TB drives by 2030, positioning the company for long-term growth [6] - The demand for high-capacity HDDs is bolstered by the increasing need for data storage in generative AI and cloud infrastructure, where HDDs remain dominant for cold storage applications [5] Competitive Landscape - Seagate's price-to-sales ratio has risen to 3x, compared to Western Digital's typical 1x during market downturns, reflecting a premium valuation amid economic uncertainties [11] - Despite strong growth expectations, the stock's performance is susceptible to macroeconomic shocks and operational setbacks, with little margin for error [8]

Acquisitions and Divestitures - Kinder Morgan acquired Northeast Transport & Storage Assets for $1225 million[8], with ~41 bcf of FERC-certificated storage capacity and ~3 bcfd of aggregate transportation pipeline capacity[11] - The company acquired Kinetrex Energy for $310 million[12], which includes 1 operational landfill-RNG facility with ~04 bcf capacity and expects 3 landfill-RNG facilities operational by 2022 end with total capacity of 35 bcf[17] Financial Performance and Projections - The company's 2021 forecast EBITDA is $79 billion[23] - The company has a $2 billion share buyback program with over $14 billion of program capacity remaining[23] - The company's 2021 expected Net Debt / Adjusted EBITDA is 40x[25] Market Position and Strategy - The company moves ~40% of US natural gas consumption & exports[19] - The company's stable cash flows are with ~72% take-or-pay or hedged earnings[26],[79] - The company has a $13 billion project backlog with ~64% allocated to natural gas projects[25],[83] Energy Transition and Renewables - The company's CO2 transport capacity is ~15 bcfd with ~1500 miles of CO2 pipelines[18] - The company handled nearly 260 mbbld of ethanol, biodiesel, & renewable diesel in 2020[69]

Market Overview - Battery energy storage system (BESS) capacity is predicted to grow substantially between now and 2034[8] - The global energy storage forecast includes growth in the C&I, Residential, and Utility sectors[10] Shoals' Competitive Advantages - Shoals has decades of experience navigating the energy transition[6] - Shoals' strengths in the BESS market are underpinned by product offering, customer book overlap, and innovation and partnership[19] BESS Solutions Portfolio - Shoals offers flexible, scalable components for performance, safety, and longevity in BESS solutions, including combiners & recombiners, multi-load break disconnects, custom solutions, and wiring solutions[12] Target Customers - Shoals' target customers include EPCs, systems integrators, OEMs & technology partners, and datacenter customers[16, 17]