The artificial intelligence infrastructure boom is accelerating as data centers devour electricity and demand unprecedented computing power. Nearly $1 trillion went into data center buildouts in 2025 alone, creating massive opportunities for specialized companies. Fluence Energy and Credo Technology are positioned to capitalize on this explosive growth.

Fluence Energy, formed in 2018 as a joint venture between Siemens and AES, manufactures industrial-scale battery modules that provide the pristine power AI servers require. The company has 36 gigawatt-hours of data center projects under development, with analysts projecting 57% revenue growth in two years. CEO Julian Marquez identified data centers as Fluence's biggest new customer segment during the Q1 2026 earnings call, despite current flat revenues.

Credo Technology specializes in high-speed networking tools that reduce power consumption and cooling requirements in data centers. The company's Active Electrical Cables deliver data flows at up to 0.8 terabits per second while using significantly less power than fiber-optic alternatives. Credo reported preliminary Q3 2026 revenues of $406 million, triple the $135 million from the year-ago period, though heavily dependent on a handful of hyperscaler clients.