近日，全球能源管理与自动化巨头西门子（Siemens）宣布对爱沙尼亚超级电容器制造商Skeleton Technologies进行战略投资。随着这笔资金的注入，Skeleton Technologies的企业估值正式突破10亿美元大关，正式跻身“独角兽”行列。
根据协议细节，西门子将与Skeleton建立独家合作伙伴关系，并进行深度的产业协同战略绑定——将其超级电容技术全面整合至西门子的电气基础设施产品组合中。
核心条款还显示，西门子获得了在全球数据中心市场独家销售Skeleton相关产品的权利。这一安排将极大地加速Skeleton技术的商业化落地。
西门子的销售网络覆盖全球主要工业与基础设施领域，通过其渠道，Skeleton的超级电容模块将直接触达超大规模云服务商、电信运营商以及大型工业企业。
产品应用场景将从电网接入端一直延伸至AI机架内部，形成完整的电力保护与优化链条。
当前，全球AI产业持续爆发，AI训练与推理过程对电力系统的稳定性提出了极高要求，负载的快速波动和瞬时功率峰值可能损坏敏感的计算设备，甚至影响电网稳定。
Skeleton的超级电容器凭借其毫秒级的响应速度，能够有效缓冲这些瞬时功率峰值，保护后端设备，同时支持提高计算密度。
此外，该方案无需对现有交流供电架构进行大规模改造即可部署，并为未来800V直流供电标准提供了平滑的升级路径，这对于急需扩容但受限于电力基础设施的数据中心而言，具有极高的实用价值。
公开资料显示，Skeleton Technologies成立于2009年，总部位于爱沙尼亚塔林，是一家专注于高性能储能解决方案的深度科技企业。
公司由Oliver Ahlberg和Taavi Madiberk联合创立，其核心竞争力在于拥有专利保护的“弯曲石墨烯”（Curved Graphene）材料技术。
与传统超级电容器使用的活性炭材料不同，Skeleton开发的纳米多孔碳化物衍生碳（CDC），即“弯曲石墨烯”，具有更高的比表面积和导电性。
这使得其生产的超级电容器在能量密度和功率密度上均取得了突破性进展，同时保持了超级电容器固有的长寿命（可达100万次充放电循环）和高可靠性。
这种技术优势使其在需要频繁充放电、高功率输出的场景中，相比传统锂电池具有显著的安全性和寿命优势。
SAN JOSE, Calif., Oct. 14, 2026 –Skeleton Technologies, a global leader in high-power systems for AI infrastructure, today announced a strategic investment from Siemens, bringing Skeleton’s valuation to more than $1 billion. The investment will primarily accelerate the expansion of Skeleton’s US manufacturing footprint and R&D activities in Silicon Valley to meet growing demand from hyperscalers for AI data-center power systems.
Global data-center electricity consumption is expected to nearly double from around 485 TWh in 2025 to 950 TWh by 2030, according to the International Energy Agency, while electricity use by AI-focused data centers is expected to triple. In the United States, data centers are projected to account for around half of electricity-demand growth through 2030.
AI workloads also change how power is consumed. GPU clusters can shift between power states in milliseconds, creating rapid load swings, peaks and harmonics. Skeleton’s high-power systems address these challenges by eliminating harmonics and managing rapid power fluctuations close to the workload, delivering up to 40% energy savings and double-digit improvements in GPU performance.
At the core of Skeleton’s technology is its proprietary Curved Graphene material, engineered for extremely fast power delivery, high efficiency and long cell life. Skeleton combines its cells with power electronics and system-level controls to manage the rapidly changing power demands of AI clusters.
“AI is scaling faster than the power infrastructure behind it. The constraint is not how many GPUs you can buy, but how much compute you can extract from every GPU and every megawatt available,” said Taavi Madiberk, CEO of Skeleton Technologies. “In AI infrastructure, supercapacitors are becoming the new semiconductors. They will determine how much performance hyperscalers can deliver from their GPUs. Our systems remove power fluctuations as a constraint, enabling more compute faster while delivering up to 40% energy savings and double-digit improvements in GPU performance. This 9-digit investment round led by Siemens gives us the industrial scale to expand manufacturing in the United States and become the only player in our segment with a full US value chain, from cells to complete systems.”
The investment deepens a long-standing relationship between Siemens and Skeleton, with the new partnership focused primarily on AI data-center infrastructure and growing demand from hyperscalers in the United States. Siemens supported Skeleton’s expansion in 2023, while Siemens Digital Industries designed and automated the company’s Leipzig SuperFactory in Germany.
The companies will combine Siemens’ leadership in industrial electrical infrastructure with Skeleton’s fast-response power systems to develop and commercialize products for next-generation AI data centers. The partnership will address hyperscaler demand from the grid to the rack, while bringing Skeleton’s technology and manufacturing closer to its largest AI infrastructure customers in the United States.
Skeleton plans to invest more than $200 million in operational scale-up and R&D in Silicon Valley working directly with hyperscalers. The US expansion includes plans to establish domestic cell manufacturing, creating a fully integrated US value chain from cells to complete systems.
“Skeleton's portfolio perfectly complements Siemens' comprehensive data center offering. Our combined innovation roadmap will deliver benchmark solutions for the white space of next-generation data centers, delivered by a strong manufacturing network across Europe and the USA,” said Markus Grabmeier, President of Electrical Products at Siemens AG.
超级电容产业链上下游交流群，聚焦 EDLC、LIC/HSC 等主流技术路线，覆盖活性炭/硬碳/电解液/隔膜等原材料，电芯制造/卷绕/叠片/预锂化等工艺设备，模组/PACK/BMS/CESS等系统集成，以及AI 服务器备电（GB300/Rubin）、电网调频、风电变桨、轨交制动、汽车启停等终端场景。群内汇聚材料厂、电芯厂、设备厂、模组厂、终端用户及研究机构，旨在打通"材料—电芯—模组—应用"全链路，对接 AI 备电新增量下的供需资源与合作机会。欢迎产业同仁入群交流！
包括但不限于以下列举议题
|
序号 |
议题 |
演讲单位 |
|
1 |
从GB300到Rubin：超级电容在AI服务器中的配置升级路径与增量空间 |
国金证券 |
|
2 |
高比能超级电容在能量调控中的应用 |
奥威科技 |
|
3 |
预锂化技术的应用和产业化 |
卫蓝新能源 |
|
4 |
大圆柱电池自动化生产线 |
速力得科技 |
|
5 |
面向多领域功率型储能应用的产品矩阵及解决方案 |
亿纬锂能 |
|
6 |
锂离子超级电容（LIC）的产业化进程 |
拟邀请：万裕科技 |
|
7 |
双环丁胺四氟硼酸盐（SBP）电解质在超级电容器上的应用 |
拟邀请：新宙邦/瑞泰新材 |
|
8 |
石墨烯与新型碳材料在超级电容中的应用：从实验室性能到产业化适配 |
拟邀请：格兰科新材/Skeleton Technologies/旭华时 |
|
9 |
AIDC场景下超级电容技术路线的选择 |
拟邀请：江海股份/东阳光/思源电气（烯晶碳能） |
|
10 |
超级电容在风电变桨领域的应用 |
拟邀请：今朝时代/金时科技/宁波中车新能源/金风科技/远景能源 |
|
11 |
超级电容CMS系统的智能化演进：从状态监测到预测性维护 |
拟邀请：均胜电子/镐喆科技/上海磁骋交通科技/烯晶碳能/中车新能源 |
|
12 |
超级电容在轨道交通与港口重载场景的存量升级与增量拓展 |
拟邀请：宁波中车新能源/中国中车/广州地铁集团/运达科技 |
|
13 |
超级电容行业标准体系的建设进展与产业协同 |
拟邀请：山西煤化所/中国电子技术标准化研究院/华能集团/南通江海/瑞泰新材 |
|
14 |
激光设备在超级电容器生产中的应用场景 |
拟邀请：大族激光/联赢激光/逸飞激光/海目星激光 |
|
15 |
超级电容器整线自动化设备需求概述 |
拟邀请：先导智能/永兴业装备/吉阳智能/诚捷智能装备 |
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