- Fluence Energy soared over 43% after being named the exclusive energy storage partner for a new AI factory reference architecture developed by NVIDIA and Siemens.
- The company will supply its SmartStack battery energy storage systems to provide backup power and grid support for AI data centers powered by Nvidia’s Vera Rubin platform.
- Retail investor interest exploded, with message volumes surging 30,300% in 24 hours and comparisons being drawn to the AI-driven rally of Bloom Energy.
- Canaccord Genuity maintained a ‘Buy’ rating and a $28 price target on FLNC stock following the announcement.
Shares of Fluence Energy Inc. (FLNC) surged a record 43% on Monday, extending gains after hours on news of its pivotal role in a new AI data center architecture. The energy storage firm was named the exclusive partner in a reference design developed by Nvidia Corp. (NVDA) and Siemens for facilities using the Vera Rubin platform.
Consequently, Fluence will provide its SmartStack battery systems to ensure reliable operation through backup power and grid support. This partnership positions the company to benefit from massive AI infrastructure investments, building on its existing hyperscale customer agreements.
Meanwhile, retail investor frenzy propelled the stock into ‘extremely bullish’ territory. Message volumes skyrocketed 30,300% over 24 hours, according to Stocktwits data, with users drawing parallels to Bloom Energy Corp. (BE).
One bullish investor declared, “Easy 2X-3X👇next $BE.” Another highlighted the stock’s potential, noting, “this has only a 4b market cap. Such a pure play with 10-20x upside.” FLNC has rallied over 511% in the past year, while BE has surged more than 1,396%.
CEO Jeff Monday stated, “Our Smartstack platform is central to this new architecture, transforming the grid into an accelerator for compute.” However, the deal includes no exclusive terms or immediate revenue commitments.
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