Woofun AI reports that Serenity identified a potential shortage of high-power cylindrical batteries and BBU cells, creating a supply bottleneck. Samsung SDI supplies cells to Simplo for assembly into units for Meta and Amazon, with production increasing to meet data center demand.

Serenity cited industry sources indicating Panasonic Energy and Samsung SDI face BBU cell shortages. These two firms, along with Murata Manufacturing and LG Energy Solution, are viewed as beneficiaries, with Samsung SDI and Panasonic Energy as direct winners. Vertiv and Eaton are noted as U.S. market targets, though shortages do not automatically equate to large total addressable markets.