WEBSTER, Texas - s4story -- In a market increasingly defined by artificial intelligence, national security, and energy resilience, KULR Technology Group, Inc. (NYSE American: KULR) is quietly positioning itself at the intersection of all three. With a rapidly expanding footprint in AI data center energy infrastructure, defense and aerospace battery systems, and a bold digital asset treasury strategy, KULR is emerging as one of the most underappreciated frontier-technology platforms in the public markets today.

A $30 Million Battery Supply Agreement Anchors Long-Term Growth

On January 14, KULR announced a five-year preferred battery supply agreement valued at approximately $30 million with Caban Energy, a renewable energy services company focused on mission-critical infrastructure. Beginning in 2026, the agreement not only secures predictable revenue but also significantly expands KULR's U.S. manufacturing footprint through the acquisition of Caban's Plano, Texas production assets.

This deal reinforces KULR's strategy of delivering mission-critical energy storage solutions across digital infrastructure, telecommunications, aerospace, and defense. In telecom and data environments—where batteries serve as the first line of defense against grid failure—KULR's advanced lithium-based solutions address rising demands for uptime, resilience, and scalability amid 5G expansion and AI compute growth.

Importantly, Caban's Energy-as-a-Service model introduces recurring revenue dynamics, aligning KULR with predictable, long-duration cash flow rather than one-time hardware sales.

Transitioning into AI Energy Infrastructure — Aligned with NVIDIA

KULR's evolution extends far beyond traditional battery safety products. Through its KULR ONE® MAX platform, the company is transitioning into AI energy infrastructure, developing rack-level Battery Backup Units (BBUs) engineered for AI-scale data centers and high-power compute environments.

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A Joint Development Collaboration with a leading global battery-cell manufacturer establishes the foundation for a commercial program with up to $100 million in projected value. These BBUs are designed to protect AI server racks from even momentary power interruptions—events that can result in catastrophic financial and operational losses in AI facilities.

KULR's Platinum Membership in the Open Compute Project (OCP) places it directly within the ecosystem shaping next-generation data center architectures, including those aligned with NVIDIA's AI platforms. Leveraging proprietary thermal-management IP originating from NASA, KULR aims to deliver higher performance, superior safety, and better lifecycle economics than legacy solutions—creating a high-margin, recurring revenue platform.

Defense, Aerospace, and Directed Energy: Speed as a Strategic Weapon

KULR's ability to rapidly deliver advanced systems is becoming a competitive moat. In November, the company announced the development of a 400V battery system for a Counter-UAS Directed Energy Weapon, moving from purchase order to prototype in just five weeks—a timeline nearly unheard of in defense contracting.

The directed energy weapons market is forecast to grow from $7.9 billion to $39.9 billion over the next decade (17.6% CAGR), driven by global defense modernization and escalating drone and missile threats. KULR's in-house battery design, testing, fabrication, and production capabilities allow it to deliver commercial-off-the-shelf and custom systems in a fraction of the traditional time and cost, making it a valuable partner for defense and aerospace programs.

A Digital Asset Treasury Strategy Unlike Any Peer

Since late 2024, KULR has implemented a Digital Asset Treasury Program, holding over $100 million in digital assets—equating to approximately $2.00 per share in digital asset value alone. The company has committed to allocating up to 90% of excess cash toward additional digital asset acquisitions.

This strategy provides balance-sheet resilience, optionality, and a unique hedge against macro volatility—particularly notable given KULR's lack of long-term debt and strong operational cash position.

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Financial Momentum Accelerating

KULR's operational performance is matching its strategic ambition:

• Q3 revenue increased 116% year-over-year to $6.88 million
• Product sales rose 112% to approximately $1.62 million
• Cash and current accounts receivable totaled $24.54 million
• Another record revenue quarter, with expanding product traction

Management has reinforced shareholder alignment by announcing a six-month pause on its at-the-market equity offering program, signaling confidence in liquidity and growth without unnecessary dilution.

Undervalued Relative to Peers

With only ~45 million shares outstanding, no long-term debt, rapidly growing revenues, and over $100 million in digital assets, KULR's equity appears fundamentally mispriced. Comparable battery and energy technology companies such as QuantumScape (QS), Amprius (AMPX), and SES AI (SES) carry significantly larger share counts and weaker financial performance—yet command far higher market capitalizations.

The Big Picture

KULR Technology Group is no longer just a battery safety company. It is evolving into a strategic energy infrastructure provider for AI data centers, aerospace, defense, and next-generation digital systems—backed by proprietary IP, rapid execution, and a uniquely fortified balance sheet.

As AI compute demand explodes, defense priorities intensify, and energy reliability becomes mission-critical, KULR stands positioned at a convergence few companies occupy—and fewer investors have yet recognized.

For investors seeking exposure to AI infrastructure, defense modernization, and frontier energy technology, KULR may represent one of the most compelling asymmetric opportunities in the public markets today.

For more information on KULR visit:  https://kulr.ai

Media Contact
Company Name: KULR Technology Group, Inc. (N Y S E American: KULR)
Contact: Michael Mo, CEO
Email: ir@kulr.ai
Phone: 858-866-8478 x 847
Country: United States
Website: https://kulr.ai

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