US Stock Market Move | Fluence Energy (FLNC.US) surges over 36% in collaboration with NVIDIA Corporation (NVDA.US) and Siemens to launch a new generation of AI data center reference designs.

On Monday, Fluence Energy (FLNC.US) stock price soared, with a gain of over 36% to $25.8 at the time of writing. On the news front, German industrial giant Siemens announced a partnership with NVIDIA Corporation (NVDA.US) and energy storage technology company Fluence Energy (FLNC.US), combining nVent design standards to jointly launch a new generation AI factory reference design for NVIDIA Corporation's DSX Vera Rubin platform, providing a complete power and control system architecture for mega-scale data centers, third-party data centers, and professional cloud service operators. The newly released reference design is based on NVIDIA Corporation's next-generation AI computing platform Vera Rubin NVL72, aimed at helping data center operators address the growing challenges of power supply, heat management, operational efficiency, and system reliability in the AI era. According to information disclosed by Siemens, this reference architecture can support AI data center facilities with a total capacity of up to 136 megawatts (MW), with IT equipment loads reaching 100 MW. The solution covers from 34.5 kilovolt (kV) grid connection, extending to medium-voltage distribution systems, modular low-voltage power supply systems, and ultimately cabinet-level power supply architecture, forming a complete power management solution. As the scale of AI training clusters continues to expand, the requirements for power infrastructure for individual AI factories have far exceeded traditional cloud computing data centers. Especially for high-density AI clusters with NVIDIA Corporation's Vera Rubin platform, higher demands are placed on power stability, energy utilization efficiency, and rapid scalability. Siemens stated that the architecture adopts Tier III level of "concurrent maintainability" design principles, allowing operations personnel to maintain and replace key equipment without interrupting IT business operations, thereby improving system availability. At the same time, the reference design adopts a modular Lego-like architecture, consistent with the deployment units of NVIDIA Corporation DSX Vera Rubin, allowing gradual expansion from tens of megawatts to hundreds of megawatts AI campuses according to customer needs, without requiring a large-scale redesign. Industry insiders believe that this standardized, replicable construction model helps shorten the construction cycle of AI data centers, accelerating enterprises' realization of commercialization of computing power. In terms of energy management, Fluence Energy provides battery energy storage system (BESS) support for this solution to enhance the operational flexibility and power resilience of AI factories in power-constrained environments. Fluence Energy's Chief Growth Officer Jeff Monday stated that the company's Smartstack energy storage platform can provide multiple key grid support functions, including voltage and frequency stabilization control, demand response, and AI load smoothing adjustment. Analysts point out that in the context of tight grid capacity in various regions globally, energy storage systems are becoming an important component of AI data center construction, helping to alleviate the contradiction between computing power growth and power supply.