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Siemens recently launched an industrialized reference design built specifically for Nvidia’s next-generation DSX Vera Rubin NVL72 AI supercomputer clusters [https://press.siemens.com/global/en/pressrelease/siemens-and-partners-develop-reference-architecture-purpose-built-nvidia-ai-data#:\~:text=Siemens%20%E2%80%93%20together%20with%20NVIDIA%20and,controls%20architecture%20for%20hyperscalers%2C%20colocation](https://press.siemens.com/global/en/pressrelease/siemens-and-partners-develop-reference-architecture-purpose-built-nvidia-ai-data#:~:text=Siemens%20%E2%80%93%20together%20with%20NVIDIA%20and,controls%20architecture%20for%20hyperscalers%2C%20colocation) Fluence is the only battery energy storage system (BESS) vendor integrated natively into this pre-engineered blueprint. Fluence's financial outlook is defined by substantial revenue visibility rather than speculative demand: \-Total contracted backlog stands at $5.6 billion. Management projects 50% to 55% of this will convert to recognized revenue over the next 12 months. \-Year-to-date order intake hit $2.0 billion, doubling …
— ORIGINAL POST ·
Fluence Energy - The Next Bloom Energy bagger?
· r/stocks
· Jun 4, 2026