Why Power Is the Real Bottleneck in AI, Drones & Telecom | KULR CEO

In this episode of Lead-Lag Live, Melanie Schafer sits down with Michael Mo, CEO of KULR Technology Group (NYSE: KULR), to explore why energy reliability is emerging as the critical constraint behind AI, robotics, drones, telecom infrastructure, and next-generation data centers.

Fresh off CES and following KULR’s newly announced $30M telecom battery supply agreement, Mo explains how high-power, high-safety battery systems are becoming mission-critical as electrification accelerates. From NASA-proven thermal technologies to lithium-ion replacements for legacy lead-acid systems, KULR is positioning itself at the center of multiple multi-year secular growth trends.

The conversation covers AI data center power resilience, UAV and drone electrification, telecom backup systems, and why battery safety, reliability, and domestic supply chains matter more than ever as power demand explodes.

In this episode:
– Why power—not chips—may be the next AI bottleneck
– KULR’s NASA-derived battery safety and thermal technologies
– The Cooler One platform and growth across drones, robotics, and aviation
– Replacing lead-acid batteries in telecom with lithium-based solutions
– Energy-as-a-Service and reducing total cost of ownership
– AI data center battery buffers and GPU-level power protection
– Scaling execution with a debt-free balance sheet and strong cash position

Lead-Lag Live brings you inside conversations with the leaders shaping markets at the intersection of technology, energy, and investing. Subscribe for insights that cut through the noise.

#AIInfrastructure #EnergyStorage #BatteryTechnology #Drones #Telecom #DataCenters #Electrification #KULR #MarketOutlook #CleanEnergy #Investing

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