Jun. 1 at 1:15 PM
$FLNC $NVDA $BE $ORCL $BE
If Dan Ives is right that the AI boom is still in the early innings, speed in deploying AI infrastructure will command a premium. Fluence may be one of the better-positioned companies to accelerate AI data-center deployment because battery storage can solve power bottlenecks much faster than building new generation or transmission.
The biggest bottleneck in AI right now is increasingly power availability, not GPUs.
NVIDIA can ship chips. Data-center developers can build buildings. But obtaining grid interconnections, transmission upgrades, and new generation can take years. Battery storage can often be deployed much faster and can help bridge those constraints.
That's one reason Fluence's data-center pipeline has expanded rapidly and why the company recently signed master supply agreements with two hyperscalers.
Can it do a BE?
I say yes!
