Panasonic has said demand for backup batteries is rising quickly, and it is largely driven by the expansion of AI infrastructure that requires stable, continuous power. It has already allocated around 80% of its planned output to existing customers, leaving only a limited share for new buyers attempting to scale systems.

    • tal@lemmy.today
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      11 minutes ago

      I doubt that there’s actually a substantial impact on battery cell production. Might be on rack-mountable batteries containing those cells. But setting that aside:

      Panasonic plans to expand lithium-ion cell

      Non-rechargable AAA batteries are typically alkaline, and rechargeables are typically NiMH, not lithium-ion.

      EDIT: Looking at a handful of rack-mount lithium-ion batteries on Amazon price history using camelcamelcamel, prices are either unchanged or very slightly up. Could be Panasonic looking to get into the news, but it’s not clear to me that there’s a shortage of even rack-mount lithium-ion batteries.

      • Lumisal@lemmy.world
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        5 hours ago

        Comparing the dotcom bubble to the AI bubble is like comparing a corn kernel to a corn cob at this point.

        The US economy was more spread out and varied back then, and the bubble wasn’t over a third of the entire economy.

        And you know, the internet actually had market value and was producing profit immediately at least. AI still has yet to turn any profits.

  • nosuchanon@lemmy.world
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    8 hours ago

    Stop selling stuff you haven’t made yet to people who have no money and haven’t paid. Wtf is wrong with businesses these days?

    • DreamlandLividity@lemmy.world
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      5 hours ago

      Why would you think there is anything wrong with them? They now get to scalp people with outrageous prices for the 20% they are selling. If the AI sloppanies pay, they made big sales. If the slop producers producers are unable to pay, they will sell the reserved stuff for normal or even slightly elevated prices. It’s win-win. Basically an excuse for industry wide price-fixing.

  • Godric@lemmy.world
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    9 hours ago

    I’m tired boss…

    That joke aside, does anyone else find swapping out UPS batteries bizarrely satisfying? Every time I heft one of those APC rack batteries and slot em in, I walk out of the server room with a smile on my face!

    Fuck, maybe I need to answer the call of the void and work as a tradie XD

  • disorderly@lemmy.world
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    13 hours ago

    I wonder if there’s going to be a point in the future where we all look back at this massive over-investment and kick ourselves for making so much expensive electronics waste.