Key Takeaways QS stock rose 220% after launching its faster, scalable Cobra separator into battery cell production. QS shifted from factory production to a licensing model, aiming to generate tech fees from automakers. NVDA earned $44.1B in Q1 revenues, driven by AI demand and strength in its data center segment. Manufacturer of solid-state lithium metal batteries, QuantumScape Corporation (QS) , recently experienced an increase in its stock price despite low revenues and significant losses. This led to c ...

Core Viewpoint - QuantumScape is developing solid-state battery technology for electric vehicles, which could revolutionize the market if successful, but currently lacks commercial revenue and profits [1][10] Company Progress - QuantumScape is making progress in installing new equipment to achieve commercial production volume [2] - The company announced a significant milestone with the successful integration of its Cobra separator process, which enhances production speed and efficiency [3][6] - The Cobra process operates 25 times faster than previous methods and requires less equipment and operational space [3] Manufacturing Innovations - The Cobra process will replace the earlier Raptor process, demonstrating improved manufacturing capabilities for high-speed assembly lines [5] - The advancement in ceramic processing through Cobra is expected to significantly boost productivity compared to Raptor [6] Future Plans - QuantumScape is working on newer iterations of the Cobra process to move closer to commercialization [7] - A partnership with Volkswagen Group's PowerCo allows QuantumScape to license its technology for mass production of battery cells, contingent on satisfactory technical progress [8] - The company aims to begin shipping QSE-5 B1 samples for real-world application testing next year [9] Market Sentiment - QuantumScape's stock is considered high-risk due to the long timeline before revenue generation, but the company is steadily achieving milestones [10]