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Donut Lab is claiming specs that would be unprecedented in 166 years of rechargeable battery history. The Limiting Factor breaks down why the physics don't cooperate . 400 Wh/kg 5 min Charge Time 100K Cycle Life < Li-ion Cost The Pitch Donut Lab has been making the rounds with claims that would, if true, turn the entire energy storage industry inside out. Their battery allegedly hits 400 Wh/kg energy density, charges in 5 minutes , survives 100,000 cycles , uses cheap and no

What’s Driving the Buzz Around Bloom Energy? If you’ve been watching the AI arms race, you’ve probably noticed something strange: everyone’s talking about compute, but almost no one’s talking about power . Bloom Energy is changing that conversation. Their solid-oxide fuel cells aren’t just “green boxes.” They’re on-site mini-power plants that can be installed fast, run clean, and—crucially—avoid the grid bottlenecks slowing new data centers. In our latest video, Matt and Brad

What happened—and why it matters for AI infrastructure? Brookfield and Bloom Energy announced a $5 billion strategic partnership  making Bloom the preferred onsite power provider  for Brookfield’s global “AI factories.” Brookfield says this is the first investment  under its dedicated AI infrastructure strategy, with a first European site to be named before year-end (Business Wire, 2025). In plain English: a top-tier infra investor just picked fuel cells as a core tool to pow

TL;DR:  Tesla’s new Megablock  is a factory-built, utility-scale battery “block” that bundles four Megapack 3 units + transformer +...