Solidion (NASDAQ: STI) Soars 293% on UPS AI Data Centre Battery Announcement

Solidion Technology (NASDAQ: STI) stunned the market this week, soaring 293 percent to USD $23 after unveiling a new proprietary semi-solid-state battery system designed for AI data centres. The breakthrough lies in its ability to act as an uninterruptible power supply, keeping servers online during outages while offering exceptional performance metrics. The system boasts an impressive 400 Wh/kg energy density, can endure up to 5,000 charge cycles, and recharges to 80 percent in just 15 minutes, figures that place it well ahead of most current-generation batteries.

The real story, however, is what this means for the future of AI infrastructure. As companies like Google, Microsoft, and Amazon race to expand data centre capacity, energy reliability has become one of the industry’s biggest pain points. Solidion’s technology could offer a scalable, cost-effective solution to that problem, positioning it at the intersection of energy storage and artificial intelligence.

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Solidion Targets USD 100M Opportunity as Semi-Solid-State UPS Tackles AI Downtime Risks

This announcement marks Solidion’s strategic entry into the rapidly expanding AI data centre sector, where even brief power disruptions can lead to losses of between USD 1 billion and USD 5 billion. Traditional lead-acid and lithium-ion UPS systems have struggled to keep pace, limited by lower energy density and shorter lifespans of fewer than 2,000 charge cycles. These constraints leave AI workloads vulnerable to downtime and performance risks in an industry that demands uninterrupted 24/7 operations.

Solidion’s semi-solid-state system addresses these challenges head-on. It offers a lighter-weight design that reduces overall system costs by up to 30 percent, requires less maintenance, and delivers 500 kW of continuous power—enough to support large-scale AI server clusters. If the company captures even 5 to 10 percent of the data centre battery market, it could generate annual revenues of roughly USD 100 million by 2027, highlighting the scale of opportunity emerging from this breakthrough technology.

The Market Opportunity Here for STI 

According to McKinsey, AI data centre capital expenditure is expected to reach approximately USD 200 billion annually by 2027. Of this, an estimated 7 to 10 per cent will be allocated to UPS systems, translating to a USD 15 to 20 billion market opportunity. Major operators such as Amazon Web Services and Google continue to expand their data centre footprints at a compound annual growth rate of 20 to 30 per cent, further reinforcing the growing demand for advanced power storage solutions.

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