Note sure if these folks would be a competitor, customer, or other.  Their secret sause seems to be found in the unique miro structured / engineered structure of the silicon to be used for the anode (that cures / helps to cure the lithium swelling problem).  It is unclear where they source their silicon....so HPQ could be a potential provider...heck, we may have a NDA with them already for all I know.  In any event, developments like this probably help instead of hurt as they must get their silicon from someone / someplace and the silocon metal would be in demand either way.  With 900+ patents and 9,000 empolyees, they would make a good partner in my view.

https://www.unifrax.com/es/landing-page/sifab-by-unifrax/

https://www.unifrax.com/product/sifab-silicon-fiber-anode-battery-technology-by-unifrax/

https://www.sifab.com/