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【206GWh! Yiwei Lithium Energy signed a supply agreement with Fluence, deeply entering the AIDC track] On September 18th, Yiwei Lithium Energy announced that it had signed a supply agreement for the production and delivery of 206GWh batteries to Fluence from 2027 to 2031. The supply scale of this agreement is huge, which is 1.7 times the total dynamic storage shipments of Yiwei Lithium Energy in 2025 (121.2GWh). This cooperation is a major breakthrough for the company to enter the core supply chain of AI data center (AIDC) energy storage.
Fluence is a joint venture between Siemens and AES. It is the leading energy storage integrator in the United States and has a deep presence in the AIDC field. In June this year, it jointly released the AI data center power architecture with Siemens and NVIDIA and launched a complete power-energy storage reference solution adapted to the NVIDIA DSX Vera Rubin AI computing cluster. According to management guidance, it has signed supply agreements with two hyperscale cloud service companies (Hyperscalers).
This agreement will help Yiwei Lithium Energy rely on Fluence to meet the world's top AI computing power power infrastructure needs, become a core supplier, and open up long-term growth space for continued acquisition of AIDC energy storage orders.
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