u/Big-Willy4

The government is to take priority purchasing rights over output from some of the projects. Companies mentioned in today's commentary include NOMAD Power Solutions, Inc. (Nasdaq: NMAD), American Battery Technology Company (Nasdaq: ABAT), Lithium Americas Corp. (NYSE: LAC), Amprius Technologies, Inc. (NYSE: AMPX), Sunrise Energy Metals Limited (OTC: SREMF).

Amprius Technologies, Inc. (NYSE: AMPX)
Amprius is the closest listed analogue to Sila Nanotechnologies, the private company that received the largest piece of the August 7 funding. Amprius produces ultra-high energy density lithium-ion batteries built on silicon nanowire anode technology, targeting aviation, electric vehicle and light electric vehicle applications, which is the same silicon-anode thesis the Defense Department has just backed with $1.4 billion.
The stock drew reiterated Buy ratings from both Oppenheimer and Roth MKM on August 6, 2026, with one analyst explicitly framing a recent pullback as an entry point. Amprius is not profitable and remains at the scaling stage, which carries the ordinary manufacturing, supply chain and capital risks of a battery producer that has not yet reached volume.

Caminus Q1 manufacturing

Washington Commits Another $2 Billion to Domestic Battery Supply — GlobeNewswire