Pylontech Begins Mass Production of 588Ah and 601Ah LFP Cells for Energy Storage

Tesla is headed to a civil rights trial over racial harassment and discrimination claims tied to its Fremont Assembly plant, where Black workers allege racist slurs, graffiti and unequal treatment on the factory floor. Separately, Tesla and Sunrun coordinated what they describe as the largest residential distributed home battery dispatch event so far in California, a 580 megawatt event. Tesla operates as both an electric vehicle manufacturer and an energy storage provider, so the trial and the grid event both sit within core parts of its business model. The company's next detailed update on Energy Generation and Storage is expected to show how often these virtual power plant style dispatches occur and what they contribute to segment gross profit, alongside any quantified disclosure of legal provisions tied to workplace litigation.

ABM Industries raised its adjusted earnings outlook to $3.95-$4.10 per share from the earlier expectation of $3.85-$4.15, lifting the midpoint of its full-year guidance. The company also raised its full-year operating cash flow expectation to about $300 million and free cash flow to about $210 million, up $25 million from the prior free cash flow outlook. Organic revenue growth is still expected toward the high end of 3-4%, with total revenue growth toward the high end of 4-5%, while segment operating margin is projected at 7.7% to 7.8% compared with the prior range of 7.8-8%. Through the first nine months of fiscal 2026, semiconductor revenues reached about $300 million and grew 65% organically, microgrid revenues of roughly $300 million increased 17% and data center revenues of about $175 million rose 8%, aided by the recently acquired WGNSTAR and a roughly $20 million Army Corps of Engineers microgrid project planned for 2027. In the third quarter of fiscal 2026, operating cash flow reached $146.8 million and free cash flow totaled $128.4 million, while total debt declined to $1.8 billion and leverage improved to 2.9X from 3.2X in the prior quarter, with $605.8 million of available liquidity including $110.5 million of cash.

Mitsubishi Electric Power Products, Inc. announced its new Chip-to-Grid Reference Designs, an integrated blueprint for AI factories built with NVIDIA Vera Rubin NVL72 and future next-generation NVIDIA AI infrastructure. The designs target hyperscale, neocloud, and colocation operators across North America, providing scalable architecture built around 250 MW deployment blocks that support expansion to gigawatt-scale campuses and enable rack densities to grow from approximately 200 kW today to more than 1 MW per rack. Each 250 MW deployment block can operate islanded, using on-site generation and battery energy storage with a pathway to future utility interconnection, or grid connected. The framework integrates utility interconnection, on-site generation, battery energy storage, electrical distribution, advanced cooling, and facility controls, and aligns with NVIDIA MGX rack-scale accelerated computing platforms and the NVIDIA Vera Rubin DSX AI Factory Reference Design infrastructure provisioning strategy. Tricia Breeger, President and CEO of MEPPI, said success depends on resilient energy systems and scalable infrastructure that can grow from today's deployments to tomorrow's gigawatt-scale campuses, while Vladimir Troy, Vice President of AI Infrastructure at NVIDIA, said the designs give operators a repeatable blueprint for deploying NVIDIA Vera Rubin infrastructure.