The Analyst(@MMatters22596):Huge step for $EOSE! $EOSE just landed it's first project with $GOOGL, providing 380 MWh of storage for Google's data centers. The revenue from this project isn't the important part. $20-$30m is the estimated revenue for $EOSE for this project. Here's what relevant: - Validation by hyperscaler This is a big signal that EOS batteries are useful for data-center projects - First contract under MN8 agreement This opens the door for further collaboration with the energy producer The numbers on this project are only a sidenote, the signal this gives is way more important.

The Analyst

@MMatters22596

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The Analyst@MMatters22596

2026.09.02 15:42

Huge step for $EOSE! $EOSE just landed it's first project with $GOOGL, providing 380 MWh of storage for Google's data centers. The revenue from this project isn't the important part. $20-$30m is the estimated revenue for $EOSE for this project. Here's what relevant: - Validation by hyperscaler This is a big signal that EOS batteries are useful for data-center projects - First contract under MN8 agreement This opens the door for further collaboration with the energy producer The numbers on this project are only a sidenote, the signal this gives is way more important.