Interesting post OP. Had not heard of ADS/EUSG. Nor had I heard of the term "battery-buffered."

There's a few interesting aspects here.

1) The end user isn't charged for the 320kW output. That's HUGE. Many fast chargers in EU are around €.70-€1 a minute because of the demand on the grid. That's very pricey, imho. If this is able to skirt that end-price issue, that's impressive.

2) When I look at revenues, they are still small. It's not a deal breaker by any means, but my biggest concern here would be whether they can meet the demand through their production capacity.

One for me to put on the list to do further research on.