Jan. 10 at 6:00 PM
$NVX $NVNXF Sat morning coffee ramblings
Trying understand where the surge of capital is coming from with no news — almost like someone knows something… maybe a data center play
Data centers are a huge battery market. They’re increasingly using lithium-ion batteries for UPS (Uninterruptible Power Supply) and energy storage to ride through outages
High-performance synthetic graphite (Novonix) delivers:
High power output (short, intense discharge)
Fast recharge after events
Long cycle and calendar life
Thermal stability and safety
High efficiency
The AI efficiency angle
Battery inefficiency = heat = higher cooling load
GPUs draw big power
Cooling is a huge operating cost
Every % efficiency gain compounds
Higher-grade anodes reduce internal resistance, improve charge/discharge efficiency, and stabilize degradation curves.
UPS isn’t optional — it’s mandatory infrastructure
Novonix doesn’t sell UPS systems — it sells the critical battery materials inside them
