How QuantumScape's QS PowerBlock AI Data Center Push Has Changed Its Investment Story (QS)

Earlier this week, QuantumScape announced the QS PowerBlock, a modular solid-state lithium-metal battery system for AI data centers that delivered four times the power density and five times the runtime of Open Compute Project Open Rack V3 benchmarks in controlled prototype testing. By bringing its solid-state cells into 800VDC, in-rack energy storage that exceeds key OCP specifications and targets 1 MW AI racks, QuantumScape is positioning its technology directly inside the power...