For those of us keeping score: the AI-datacenter link is thin and forward-looking. Our demand is drone endurance, light EVs, satellites, robotics — where saving weight matters. No booked datacenter revenue. A defense law restricting component sourcing is a tailwind; a proposed ~$58B autonomous-drone budget is a request, not enacted — upside we don't model unless approved. Battery runs roughly 5-15% of a drone's bill. The through-line is indirect: energy density and policy on small drones, not a datacenter-power name. That's okay.