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12.01.26 - 03:00
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Global AIDC boom drives shift in energy storage market as China dominates lithium battery industry (Digitimes)
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The surge in global artificial intelligence data centers (AIDCs) revealed at CES 2026 highlights a pivotal shift in energy consumption patterns. From autonomous vehicles to smart healthcare, these technologies increasingly depend on robust energy infrastructure, transforming traditional power supply dynamics. The growth of energy storage systems (ESS) now surpasses electric vehicle (EV) batteries, marking a new chapter in the energy transformation landscape....
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08.01.26 - 07:15
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SQM, Albemarle & Co: Die Lithium-Rally geht weiter (Der Aktionaer)
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Nach einem starken Endspurt im vergangenen Börsenjahr ist der Best of Lithium Index stark in das Jahr 2026 gestartet. Mit den Kursen von SQM, Ganfeng oder Albemarle ging es weiter nach oben, denn der Lithiumpreis präsentiert sich unverändert in einer starken Verfassung....
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08.01.26 - 06:06
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China′s cheap lithium batteries reshape the global AI data center landscape amid rising US tariffs (Digitimes)
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At CES 2026, amidst the spotlight on AI breakthroughs such as autonomous vehicles and humanoid robots, a crucial battle simmers quietly in the global AI data center (AIDC) industry. This competition shifts the focus from algorithms and chip performance to the backbone of AI infrastructure: reliable and affordable energy supply. Chinese-made lithium batteries, particularly lithium iron phosphate (LFP) cells, have become a decisive factor in this evolving contest....
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