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Fluence Energy is designing batteries for the AI sector. LIBs have been the proven winner—more efficient, longer lasting, and higher capacity. The research is already done.
ZIBs have been shown to be scalable for power grids primarily. These batteries are made for completely different use cases. They cannot support the load for AI centers; the tech isn’t there.
2026 helps ease the books. Tech giants realize how useful energy storage is for AI. Oh, and it’s 30% short 🥴
I like a company whose people have skin in the game. Even the pioneers of the industry are still here. The industry is seeing cyclical upgrades ~3 years, when machine equipment is usually 5-7 years. It’s a very interesting space.
The other player—who will not be mentioned—markets themselves as more powerful than LIBs. When that’s just physically impossible. Show me one zinc-based BESS that holds more energy than lithium.
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