国泰海通 · 晨报1205｜电新：Fluence正洽谈超30GWh的AIDC配储，AIDC配储星辰大海

Core Viewpoint - Fluence is negotiating over 30 GWh of AIDC (Artificial Intelligence Data Center) energy storage, which is seen as a significant emerging market opportunity as the demand for energy in data centers is expected to rise sharply in the coming years [2][3]. Group 1: AIDC Energy Storage Market - Fluence is in discussions for over 30 GWh of energy storage projects, with 80% of these projects initiated after the end of Q4 2025, indicating a growing market for data center energy storage solutions [2]. - The energy consumption of data centers in the U.S. reached 176 TWh in 2023, accounting for 4.4% of the total electricity consumption, with projections indicating a growth rate of 13%-27% annually from 2023 to 2028, potentially increasing consumption to between 325-580 TWh by 2028 [2]. - If 50 GW of new data center capacity is added by 2030, the electricity gap in the U.S. could reach 23 GW, and this gap would be larger when considering the retirement of existing power plants [2]. Group 2: Short-term and Long-term Solutions - In the short term, energy storage can help data centers manage peak loads and frequency regulation, which is crucial given the aging U.S. power grid and its limited ability to adjust [3]. - The integration of energy storage is expected to facilitate the connection of data centers to the grid, with current connection times ranging from 3 to 7 years depending on the location [3]. - Long-term, solar and storage solutions may evolve into primary power sources for data centers, as the economic viability of solar storage is becoming evident compared to traditional gas turbine solutions, which have longer supply cycles [3].