For those of us keeping score, the AI‑datacenter link is thin and forward‑looking, with no booked revenue. Our demand is drone endurance and, to a lesser degree, light EVs, satellites and early robotics where weight matters. A national defense law adds rules that restrict where U.S. suppliers' battery components can come from, which we frame as a tailwind, and we flag a proposed roughly $58 billion autonomous‑drone budget as a request, not enacted – upside our market analysis does not capture unless it were approved. That's okay.
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