Jan. 16 at 4:29 PM
$HYLN At the Needham Conference, CEO Thomas Healy confirmed that 2026 marks Hyliion's shift to full commercialization. Due to customer site delays, he is repurposing several KARNO units as demonstration systems specifically to target the data center and AI sectors, noting that the module's native 800-volt DC architecture aligns with next-gen rack designs from companies like NVIDIA. Healy also highlighted progress with the U.S. Navy, reporting a recent visit to the first autonomous vessel slated for KARNO integration later this year. Technically, he noted that a successful redesign of the "regen" component has fixed previous underperformance, significantly boosting power output and efficiency as they scale toward recognized product revenue.
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