This 800V DC timeline acceleration is the exact catalyst
$FLNC needs to convert those hyperscaler MSAs into actual purchase orders
A modern data center physically cannot operate an 800V DC architecture at megawatt scale without an active battery energy storage system
If you attempt to run
$NVDA Vera Rubin racks without a BESS acting as an active shock absorber, you pretty much guarantee severe voltage instability, equipment damage, and immediate interconnection rejection from the grid
Right now, the street is still debating if grid scale storage is an optional backup or a mandatory infrastructure layer (which it is) for DC’s
Turning these MSAs into actual POs will pretty much put this worry to rest fueling a major shift in the way people look at BESS companies
What better way to confirm this than to turn those agreements to actual revenue
The earlier the Vera Rubin 800V DC systems ship, the faster hyperscalers must lock in their battery storage contracts
This news perfectly aligns with Fluence management's guidance that the first hyperscaler PO is expected to land in Q3 2026
Oh btw AES & Siemens are in charge of some of
$GOOG ,
$AMZN , and
$MSFT ‘s power grid stack for some of their new shiny data center campuses 😉
$FLNC just so happens to have 6 members on their board from both AES & Siemens
I wonder what they will be assisting with..