Missed Out on Nvidia? This AI Energy Stock Might Be the Next Big Winner.

1 hour ago 1

Courtney Carlsen, The Motley Fool

Wed, July 1, 2026 astatine 10:22 AM CDT 3 min read

Since the merchandise of ChatGPT successful November 2022, Nvidia banal has surged by implicit 1,090%, helping marque it 1 of the astir invaluable artificial quality (AI) stocks around. Now hyperscalers are facing bottlenecks successful powerfulness and instrumentality and are scrambling to unafraid reliable energy.

One institution making headlines successful caller weeks for its concern with Nvidia to powerfulness next-generation AI factories is Fluence Energy (NASDAQ: FLNC). Could Fluence beryllium the adjacent large AI winner? Let's dive into the institution and its caller concern to find out.

Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »

Rows of server racks wrong a information center.

Fluence's concern with Nvidia could beryllium a crippled changer

Established successful 2018 arsenic a associated task betwixt Siemens and planetary autarkic powerfulness shaper AES Corp., Fluence went nationalist successful 2021. The institution offers modular, utility-scale artillery vigor retention systems (BESS) for commercial, utility, and concern customers, on with bundle optimization tools to stabilize electrical grids.

Because high-density AI computing workflows spot highly volatile load demands connected powerfulness infrastructure, hyperscale information centers are susceptible to terrible voltage drops. On apical of this, hyperscalers look multiyear delays successful inferior interconnections to the powerfulness grid. As a result, Fluence's quick-to-deploy, containerized artillery strategy enables information centers to powerfulness monolithic facilities up of accepted nationalist transmission enactment upgrades.

On June 1, Fluence Energy, on with Siemens and nVent Electric, partnered with Nvidia to supply concern powerfulness and electrical architecture to powerfulness Nvidia's next-generation AI factories. Fluence's Smartstack architecture volition beryllium integrated wrong Siemens' AI information halfway notation architecture blueprint for Nvidia's precocious DSX Vera Rubin NVL72 AI mill platform. Fluence's artillery strategy volition enactment arsenic a daze absorber, utilizing bundle to grip terrible load fluctuations and supply proviso voltage and frequence ride-through extortion for delicate GPU clusters against disruptions.

Barclays expert Christine Cho notes this could unfastened up a monolithic caller income transmission for Fluence Energy. The determination could rerate Fluence stock, not lone for its maturation but besides for its high-margin, recurring bundle platform, which could assistance margins turn long-term.