Hakan Gunes 🇨🇦

271 posts

Hakan Gunes 🇨🇦

Hakan Gunes 🇨🇦

@Stvcarell

You can have my answer now Senator, nothing

Toronto, Ontario Katılım Ocak 2022
232 Takip Edilen343 Takipçiler
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Hakan Gunes 🇨🇦
Hakan Gunes 🇨🇦@Stvcarell·
$QS @QuantumScapeCo @ironmantimholme Intel's early investors (1971-1980) saw a 100x return not because Intel was a good company, but because it laid the groundwork for the future of an entire industry. Quantumscape is trying the same thing for batteries. QS isn't just making a better lithium-ion battery; it's inventing a solid-state lithium-metal platform. That's exactly what Intel did with its microprocessor platform. QS is trying to do the same with its solid-state battery platform. Intel didn't make computers (Dell, HP, IBM), it sold chips. Quantumscape won't make EVs; it licenses or sells the battery cores (separators/IPs/cells) to OEMs. I'm investing in Quantumscape not because I want to invest in a battery company, but because I want to invest in a platform layer for a whole new wave of electrification. Quantumscape isn't aiming for mass production; it wants to be the brains behind the battery by licensing the Cobra separator + lithium-metal cell architecture.
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Tim Holme
Tim Holme@ironmantimholme·
“The electric car market reached new highs in 2025, growing by 20% from 2024… The sales share of electric cars in the overall car market increased to 25%. This marked the fifth consecutive year in which annual electric car sales increased by about 3.5 million... As a result, about 5% of the global car stock is now electrified, displacing 1.2 million barrels of oil per day in 2025.” iea.org/reports/global…
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QuantumScape
QuantumScape@QuantumScapeCo·
Excited to partner with @Honda to advance QS solid-state battery technology and manufacturing. Their rigorous evaluation and engineering excellence validate the potential of QS technology across automotive and other applications. quantumscape.com/quantumscape-a…
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Hakan Gunes 🇨🇦
Hakan Gunes 🇨🇦@Stvcarell·
$QS Where Honda Could Use QuantumScape Batteries (Much Larger Than Just EVs) Honda is not like Tesla. Honda is not like Volkswagen. Honda is a multi-sector mobility and electronics conglomerate. If Honda and QS reach a deal, these are ALL the places QS batteries could enter: Honda Electric Cars , Honda Motorcycles (HUGE hidden market) , Honda Robotics Division Honda built ASIMO (world’s most famous humanoid robot before Tesla Optimus). Honda still develops: •industrial robots •assistive robots •mobility robots •autonomous service robots QS fits all three perfectly. This is a major long-term opportunity. Honda Drones and Air Mobility (THIS IS BIG) : Honda is developing: •advanced drones •eVTOL aircraft •small electric aviation systems •hybrid jet-EV concepts for 2030+ Honda Power Equipment & Storage (the sleeper giant) Honda sells: •backup generators •power tools •home energy storage •industrial power units •camping batteries •lawn equipment Every one of these product categories will go solid-state eventually. A Honda–QS partnership unlocks 100 small but profitable product lines. Honda Marine (boats!) : Honda makes electric outboards and marine batteries. Do Honda and Murata have any partnerships?” The answer: YES — Honda and Murata already have deep connections. 1. Murata supplies Honda with MANY electronic components: •sensors •capacitors •wireless modules •automotive electronics •power management systems Honda is a major Murata customer. Murata is one of the world’s biggest automotive electronics suppliers. 2. Murata also works with Honda’s motorcycle divisions Especially in Asia: •power modules •BMS components •communication chips •safety systems 3. Murata works heavily in Honda robotics and control systems Murata supplies key electronics for robotics and automation. Why this increases Honda–QS partnership odds Honda trusts Japanese suppliers deeply. Murata is one of their biggest partners. QuantumScape’s ceramic separator manufactured by Murata = Honda sees reliability and Japanese-style quality control. That makes Honda MUCH more comfortable partnering with QS. If Honda becomes OEM #2: Honda could use QS batteries in: •EV cars •motorcycles •scooters •drones •eVTOL •robots •boats •power tools •home energy storage •portable power units •industrial equipment And the Murata connection dramatically improves: •trust •manufacturability •long-term supply stability This is why Honda–QS looks more likely each day.
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Tim Holme
Tim Holme@ironmantimholme·
May 2026: Solar supplied a record 12.8% of US electricity, while coal fell to 12.2%, its fourth-lowest monthly share ever. ember-energy.org/latest-updates…
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Space
Space@eeecapSistaken·
@Stvcarell @QuantumScapeCo @ironmantimholme $QS Yes we know the TAM is massive, however we have one small problem. Who will manufacture our cells? PCO will focus on the EV side 5GWh allocated for “outside VW”. Until we have an actual battery manufacture (preferably LG/panasonic) licensing EL the stock is cooked imo.
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Hakan Gunes 🇨🇦
Hakan Gunes 🇨🇦@Stvcarell·
$QS @QuantumScapeCo @ironmantimholme Quantumscape's latest video is important. Basically the message given is; QuantumScape is trying to solve the energy bottleneck that limits how many GPUs can be deployed. Now companies like: * NVIDIA * Amazon * Microsoft * Meta *Google are building AI factories containing hundreds of thousands of GPUs. AI workloads create huge power spikes. The key point is that AI is changing data centers. Old Data Centers Traditional cloud data centers mostly store data and run web applications. Examples: * Email * Websites *Netflix * Banking software Power demand was relatively predictable. The situation is different for new Data Centers and what Tim Holme focuses on is; AI requires more GPUs. More GPUs require much more power. QuantumScape believes its batteries can help bridge the gap between the electrical grid and the massive power needs of AI infrastructure by storing and delivering energy more safely and efficiently.
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Hakan Gunes 🇨🇦
Hakan Gunes 🇨🇦@Stvcarell·
$QS If QS’s solid-state cells meet automotive grade, then using them for data-center or grid storage will be easier, faster, and equally profitable. That’s why Holme’s comment matters: it quietly hints that QuantumScape’s next major growth engine after EVs could be AI-powered infrastructure — and they already have the partners to make it happen. Actually If a QuantumScape solid-state cell meets automotive standards, deploying it in a stationary rack beside servers is almost plug-and-play. For EVs, every OEM must re-design battery packs, qualify safety, pass crash tests, etc. So it could be before EVs. Depending on the stage and how far they have progressed in their partnership with Fluence Energy
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Hakan Gunes 🇨🇦
Hakan Gunes 🇨🇦@Stvcarell·
$QS 1.QuantumScape has developed solid-state batteries with: •Zero fire risk (solid ceramic separator) •Extremely long cycle life •High temperature tolerance These are exactly what’s needed for AI data-center storage. 2.Fluence Energy (QuantumScape’s partner) already builds industrial-scale battery containers that power: •Grids for Siemens, AES, and utilities, •Commercial facilities, including data centers. 3.This makes QS + Fluence a perfect pairing for this next industrial wave: •Fluence provides the energy-management platform, •QS provides the solid-state battery tech. The AI data-center battery market could exceed $300 billion by 2030. •It’s much easier to deploy QS batteries here than in cars (no vibration, fewer safety certifications). •If QS scales B1 → B2/C samples successfully, Fluence could rapidly integrate them into AI-ready storage racks.
Shay Boloor@StockSavvyShay

$NVDA CEO Jensen Huang said it clearly AI data centers need gigawatts of power. Power availability decides where they get built & GPUs do nothing if the grid cannot feed them. Value is moving to the companies that build & control power for AI.

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QuantumScape
QuantumScape@QuantumScapeCo·
Proud to welcome @jbstraubel — co-founder of Tesla, founder of @RedwoodMat — to the QS Strategic Advisory Board. Excited to have his continued support as we advance our solid-state battery tech for automotive, AI data centers, aerospace & beyond. quantumscape.com/jb-straubel-jo…
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Tim Holme
Tim Holme@ironmantimholme·
Offshore data centers: 1/3 of their capex cost is the battery : panthalassa.com
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Hakan Gunes 🇨🇦
Hakan Gunes 🇨🇦@Stvcarell·
x.com/stvcarell/stat… I believe Quantumscape will be involved in this collaboration.@QuantumScapeCo
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Hakan Gunes 🇨🇦@Stvcarell

$QS @QuantumScapeCo This is where Siemens enters the story… Siemens + NVIDIA = global factory design + automation partnership Fluence (QuantumScape’s energy storage partner) ↳ Founded jointly by Siemens + AES So the chain looks like this: NVIDIA → industrial automation   Siemens → digital twin factories     Fluence → grid energy storage       QuantumScape → next-gen batteries powering those grids 💡 These companies already sit in the same ecosystem. Siemens, Foxconn, FANUC — these firms design robot factories using Omniverse digital twins Siemens and PowerCo announced their strategic partnership in July 2023. ➡ PowerCo is VW’s battery manufacturing division ➡ Siemens is building PowerCo’s factories ➡ VW + PowerCo are partnered with QuantumScape ➡ Siemens + VW factories are shown in NVIDIA Omniverse robotics presentations So the chain looks like: NVIDIA → Siemens → PowerCo → QuantumScape NVIDIA's expansion into robotics meaningfully increases the total addressable market for QuantumScape. QS has indirect supply chain links via Murata + Corning → Apple ecosystem. Robots for logistics → Foxconn → another path. is all about mass-manufacturing and energy-efficient intelligent machines… …and that directly overlaps with QuantumScape’s solid-state batteries.

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Hakan Gunes 🇨🇦
Hakan Gunes 🇨🇦@Stvcarell·
@QuantumScapeCo Everything is progressing as we expected. Those who are patient will reap the greatest rewards.
Hakan Gunes 🇨🇦@Stvcarell

$QS For Quantumscape investors ( I hope you will let go of your fear a little and see the potential for the future.) QuantumScape’s CEO Siva Sivaram has publicly said: “We’re first focused on automotive… then extend to stationary storage, data centers, and robotics.” Siemens Energy co-owns Fluence Energy, which already manages grid-scale storage for data-center operators (especially in Europe and the U.S.). By partnering with Fluence, Corning, and Murata, QuantumScape has already built the industrial triangle it needs to enter AI-era data-center energy infrastructure — safely, quietly, and with global reach. Data centers could become QuantumScape’s most profitable vertical, since margins are higher than automotive. If nothing goes wrong, there is a high probability that they will log in via Fluence Energy (Sıemens). Siemens Energy (and the broader Siemens AG group) clearly states that it provides solutions for data centers. Here are relevant links and details: •Siemens Energy’s website: “Powering AI data centers: Meeting North America’s electrical and energy needs” — they highlight modular power-plant, grid-connection, storage, and on-site power solutions tailored for data centers. siemens-energy.com/global/en/home… Siemens Energy’s “Data Center Energy Landscape” page: Their portfolio covers “front-of-the-meter” and “behind-the-meter” solutions for data-centers (on-site generation, power distribution, energy-storage) specifically siemens-energy.com/global/en/home… Siemens and Eaton Corporation announced a collaboration (June 2025) to deliver modular, on-site power generation and system solutions tailored for data center operators. eaton.com/us/en-us/compa… Siemens & Compass Datacenters signed a multi-year agreement for medium-voltage modular power solutions for data center campuses built for large tech customer compassdatacenters.com/news/siemens-a… Siemens already supplies core power infrastructure to hyperscalers Even though Siemens doesn’t make the servers themselves, it provides power-distribution, automation, and grid-connection systems that feed large hyperscale campuses — including those run by Microsoft and Google. Evidence: •Compass Datacenters + Siemens (multi-year deal) Compass builds data-center campuses for Microsoft, Google, and AWS. In their official release: “Siemens will provide medium-voltage switchgear, power distribution, and energy-automation solutions to Compass Datacenters for hyperscale clients.” compassdatacenters.com/news/siemens-a… This means Siemens hardware directly powers Microsoft Azure and Google Cloud facilities built by Compass. •Siemens Smart Infrastructure – Data Centers Division Siemens lists Microsoft and Google as case studies on its data-center page (for digital-twin energy modeling, grid stability, and HVAC/power optimization). xcelerator.siemens.com/global/en/indu… Siemens provides the critical electrical backbone for data centers: •Medium-voltage gear and transformers •Switchboards and busway systems •Digital twin software to optimize cooling and energy efficiency •Energy-storage integration — where Fluence Energy (co-owned by Siemens Energy) can bring battery systems online Siemens and Fluence already supply battery systems to large-scale data-center operators through Compass and grid contractors. •As QuantumScape transitions into stationary storage, Siemens can easily add QS’s solid-state packs into its existing data-center architectures. •That’s why Siva Sivaram keeps repeating: “Automotive first… then stationary storage, data centers, and robotics.” Siemens and Fluence already cover those three downstream channels.

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Hakan Gunes 🇨🇦@Stvcarell·
@BullRush__ @QuantumScapeCo Quantumscape's approach to AI is truly impressive in terms of production efficiency. I also have the impression that they will utilize AI agents even more for faster production in the future.
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BullRush
BullRush@BullRush__·
I've already seen the video, but I find it fascinating, especially regarding the intellectual property challenges with AI. This is an area where $QS needs to be very careful. That being said, I found him rather reassuring. Since it's difficult to control users, I think the methods he described are really good.
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Hakan Gunes 🇨🇦
Hakan Gunes 🇨🇦@Stvcarell·
$QS @QuantumScapeCo This is where Siemens enters the story… Siemens + NVIDIA = global factory design + automation partnership Fluence (QuantumScape’s energy storage partner) ↳ Founded jointly by Siemens + AES So the chain looks like this: NVIDIA → industrial automation   Siemens → digital twin factories     Fluence → grid energy storage       QuantumScape → next-gen batteries powering those grids 💡 These companies already sit in the same ecosystem. Siemens, Foxconn, FANUC — these firms design robot factories using Omniverse digital twins Siemens and PowerCo announced their strategic partnership in July 2023. ➡ PowerCo is VW’s battery manufacturing division ➡ Siemens is building PowerCo’s factories ➡ VW + PowerCo are partnered with QuantumScape ➡ Siemens + VW factories are shown in NVIDIA Omniverse robotics presentations So the chain looks like: NVIDIA → Siemens → PowerCo → QuantumScape NVIDIA's expansion into robotics meaningfully increases the total addressable market for QuantumScape. QS has indirect supply chain links via Murata + Corning → Apple ecosystem. Robots for logistics → Foxconn → another path. is all about mass-manufacturing and energy-efficient intelligent machines… …and that directly overlaps with QuantumScape’s solid-state batteries.
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Hakan Gunes 🇨🇦
Hakan Gunes 🇨🇦@Stvcarell·
$QS As is known, Andruil's founder, Palmer, previously stated that Eagle Eye would be powered by solid-state ceramic batteries, but he didn't mention Quantumscape. How does Palmer know about solid-state ceramic batteries? If you look at Quantumscape's current partnerships, it's not with Corning, Murata, or Volkswagen, but it is indirectly with Fluence Energy. Andruil has worked with Siemens, and Siemens owns 50% of Fluence Energy, which strengthens the possibility of Andruil working with Quantumscape. If Quantumscape enters the defense market, it would be great for us investors. I believe it will. appsruntheworld.com/customers-data…
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Hakan Gunes 🇨🇦
Hakan Gunes 🇨🇦@Stvcarell·
$QS There is also the AES side of the story. Fluence Energy = Siemens + AES AES Corporation, Google LLC, Meta Platforms, Inc. (It works with large data center companies (hyperscalers) such as Facebook's parent company) and Microsoft Corporation. With Google: AES’s website states it “partnered with Google to develop a first-of-its-kind 24/7 carbon-free energy solution to supply Google’s Virginia data center campus.” aes.com/energy-insight… With Microsoft: In March 2025, Microsoft signed three solar PPAs (475 MW) with AES to power its data-centers in the U.S. Midwest. datacenterdynamics.com/en/news/micros… With Meta: AES entered into two long-term solar PPAs to provide 650 MW of solar energy for Meta’s data centers in Texas and Kansas. publicpower.org/periodical/art… As confirmed from AES’s own website and recent press: •Powers Google’s 24/7 carbon-free data centers in Virginia. •Provides Microsoft with hundreds of MWs of renewable solar energy. •Signed PPAs with Meta and Amazon (AWS) for solar + battery storage projects. That means AES — through Fluence — already builds and operates the exact grid-scale storage infrastructure these hyperscalers rely on. This is why Fluence + QuantumScape isn’t just about stationary storage — it’s a strategic gateway into the AI energy infrastructure of the future.
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Hakan Gunes 🇨🇦
Hakan Gunes 🇨🇦@Stvcarell·
$QS For Quantumscape investors ( I hope you will let go of your fear a little and see the potential for the future.) QuantumScape’s CEO Siva Sivaram has publicly said: “We’re first focused on automotive… then extend to stationary storage, data centers, and robotics.” Siemens Energy co-owns Fluence Energy, which already manages grid-scale storage for data-center operators (especially in Europe and the U.S.). By partnering with Fluence, Corning, and Murata, QuantumScape has already built the industrial triangle it needs to enter AI-era data-center energy infrastructure — safely, quietly, and with global reach. Data centers could become QuantumScape’s most profitable vertical, since margins are higher than automotive. If nothing goes wrong, there is a high probability that they will log in via Fluence Energy (Sıemens). Siemens Energy (and the broader Siemens AG group) clearly states that it provides solutions for data centers. Here are relevant links and details: •Siemens Energy’s website: “Powering AI data centers: Meeting North America’s electrical and energy needs” — they highlight modular power-plant, grid-connection, storage, and on-site power solutions tailored for data centers. siemens-energy.com/global/en/home… Siemens Energy’s “Data Center Energy Landscape” page: Their portfolio covers “front-of-the-meter” and “behind-the-meter” solutions for data-centers (on-site generation, power distribution, energy-storage) specifically siemens-energy.com/global/en/home… Siemens and Eaton Corporation announced a collaboration (June 2025) to deliver modular, on-site power generation and system solutions tailored for data center operators. eaton.com/us/en-us/compa… Siemens & Compass Datacenters signed a multi-year agreement for medium-voltage modular power solutions for data center campuses built for large tech customer compassdatacenters.com/news/siemens-a… Siemens already supplies core power infrastructure to hyperscalers Even though Siemens doesn’t make the servers themselves, it provides power-distribution, automation, and grid-connection systems that feed large hyperscale campuses — including those run by Microsoft and Google. Evidence: •Compass Datacenters + Siemens (multi-year deal) Compass builds data-center campuses for Microsoft, Google, and AWS. In their official release: “Siemens will provide medium-voltage switchgear, power distribution, and energy-automation solutions to Compass Datacenters for hyperscale clients.” compassdatacenters.com/news/siemens-a… This means Siemens hardware directly powers Microsoft Azure and Google Cloud facilities built by Compass. •Siemens Smart Infrastructure – Data Centers Division Siemens lists Microsoft and Google as case studies on its data-center page (for digital-twin energy modeling, grid stability, and HVAC/power optimization). xcelerator.siemens.com/global/en/indu… Siemens provides the critical electrical backbone for data centers: •Medium-voltage gear and transformers •Switchboards and busway systems •Digital twin software to optimize cooling and energy efficiency •Energy-storage integration — where Fluence Energy (co-owned by Siemens Energy) can bring battery systems online Siemens and Fluence already supply battery systems to large-scale data-center operators through Compass and grid contractors. •As QuantumScape transitions into stationary storage, Siemens can easily add QS’s solid-state packs into its existing data-center architectures. •That’s why Siva Sivaram keeps repeating: “Automotive first… then stationary storage, data centers, and robotics.” Siemens and Fluence already cover those three downstream channels.
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Keşfet

@Honda @eeecapSistaken @QuantumScapeCo @ironmantimholme @C1_dF9432 @IvanHri91235556 @jbstraubel @RedwoodMat