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Commented by André Will-Laudien on August 27th, 2020 | 09:00 CEST

AI Infrastructure and Batteries in Focus – Who Has the Edge? BASF, Heidelberger Druck, HPQ Silicon and VW in the Spotlight

  • Silicon
  • Batteries
  • AI
  • Technology
  • Electromobility
  • cleantech

After nearly three years in use, it has become impossible to imagine life without it: artificial intelligence. The unstoppable rise of this new knowledge-based world is not only revolutionizing the software industry but is also fueling an unprecedented boom in stationary energy storage and advanced battery systems behind the scenes. Gigantic AI data centers consume enormous amounts of energy and are driving up demand for high-performance network infrastructure and crisis-proof storage technologies. At the end of this rapid race, it will become clear that future technological leadership is inextricably linked to a seamless supply chain in the hardware sector. Only those who master the symbiosis of efficient raw material design, local production, and intelligent grid integration will lead this transformative supercycle. Investors should therefore focus on the players pulling the strings at this critical intersection of energy and digital infrastructure. We are here to help.

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