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.
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?
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.
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.
nope!
Do we kick ourselves for dotcom bubble?
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
i used to go in there and fart
Based!?
You have got to be goddamned kidding me. Literally this weekend I said to myself “time to get a UPS”.
I mean it depends on what you’re used for a UPS is. The smaller ones can still be had on Amazon for under $100 and if you hurry you could still get that pricing. But by the sounds that those ones are going to be jumping way up in price for no reason because literally those are useless to anybody in the Enterprise level. Unless they’re being used at a desktop level which they do tend to purchase pallets worth of but this is more along the lines of Enterprise server level UPS’s.
The just in time economy is running a little bit late.
If there’s a shortage of AAAs, and my TV remote stops working, we’re gonna have a problem.
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.
Hit up Costco while you still can
Shut it down
This might not be the worst thing, if it results in better stationary batteries. Unfortunately they will probably just keep using lithium ion.
Supply and command, Ricky!
All this for what? AI Big Becky diving videos?
Feels like 2007
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