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Defence is emerging as one of the fastest-growing opportunities for next-gen battery technology, particularly as militaries seek lighter, safer, and more energy-dense solutions for drones, which is why 1414 Degrees (ASX:14D) is developing silicon-anode battery technology through its Silicon platform.

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Welcome to the latest HotCopper Capital Compass, where we’ve this week spoken to 1414 Degrees Strategic Adviser John Keith King and Technology & Operations Officer Dr Peter Yaron, who argue that AI infrastructure and defence are converging – and has flagged it’s critical.

“AI is no longer confined to hyperscale data centres. It’s moving into drones, autonomous systems, surveillance, comms – something I have experience with – and battlefield decision-making,” John told HotCopper. “That matters because 1414… is developing capabilities on both sides of that equation.”

That’s why he doesn’t view 1414 Degrees as a battery company at all: “I see it as an emerging silicon-based energy platform positioned at the intersection of AI, defence infrastructure, and energy security.”

For a full overview on 14D, you can watch the Compass in the browser above.

Join the discussion: See what HotCopper users are saying about 1414 Degrees Ltd and be part of the conversations that move the markets.

The material provided in this article is for information only and should not be treated as investment advice. Viewers are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions. For full disclaimer information, please click here.

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