No Vivo
Silicon Anodes are at least 6-7 years away from commercialisation. What you want to make money on now is Graphite - Silicon products like Novonix PUREgraphite anode material, where they insert the silicon particles to keep it stable. Without the PUREgraphite, the silicon destroys the battery in 3-4 cycles.
So Novonix has a signed MOU with Sanyo/Panasonic for Tesla, but Tesla is also planning on building the Terafactory and becoming an EV and Grid Storage Battery Manufacturer very soon too. So we should expect a direct agreement between Novonix and Tesla for the massive 1000GWh battery plant either in the Mid West USA.Novonix has been qualifying their PUREgraphite and Electrolyte battery materials for over 18 months with multiple battery makers from the volume production plant where they could place orders.
The video at the bottom from 18 months ago, Group CEO Phil St Baker discusses this at the from the 9min 30sec mark.From the 13 min mark, Mr St Baker discusses Novonix's partnership with Dalhousie University with Pr Mark Obrovac and his team of a dozen PHD students developing EV and Grid Storage materials for the future. From the 14 min mark, Mr St Baker mentions Novonix's Breakthrough, "already filed a patent silicon infused graphite"(this was 18 months ago).
He goes on to discuss the problems of Silicon anode and how Novonix has solved this with their breakthrough. This is why Elon Musk tweeted his comment about Carbon-Silicon before deleting it a couple of weeks ago.
You can see Novonix list LG Chem, Sanyo/Panasonic, SK Innovation, in their latest below. KORE power is another Grid Storage contract Novonix that is expected to be finalised at any time.
Elon Musk's tweet. Carbon-Silicon....
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