[dade_]

86% of lead being mined is for batteries. I just replaced my UPS battery, and their shop was stacked high with UPS devices and battery packs and it was a real reminder to the massive amount of batteries out there.

So data centres and edge compute UPS devices. Something has to keep the lights on when the power goes out while the generator kicks in. While the lead is recyclable, the power demand keeps going up. So my guess is AI…