AI Is Running Into the Physical Economy
The AI investment boom is colliding with constraints in compute, electricity and the grid. The next phase could reward not just those who supply more resources, but technologies that need fewer of them.
From Battery Maker to Infrastructure Company: CATL’s Bigger Strategy
CATL is still the world’s largest battery maker. But its moves into standards, swapping, asset management, energy storage, software and recycling suggest a bigger strategy: capturing the infrastructure and operating layer of electric mobility.
From Battery Maker to Infrastructure Company: CATL’s Bigger Strategy Read Post »
Battery Swapping for Heavy Trucks: Infrastructure Asset or Financial Repackaging?
Battery swapping does not remove the truck battery from the economics. It moves battery ownership, depreciation, residual value and utilisation risk onto infrastructure owners, leasing companies and investors.
Battery Swapping for Heavy Trucks: Infrastructure Asset or Financial Repackaging? Read Post »