Fluidstack

Fluidstack is a niche in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in Antibes. Its key suppliers include NVIDIA, Dell Technologies, Super Micro Computer. Its key customers include Mistral AI.

Builds and operates AI data centers, including power acquisition, for large-scale AI compute.

Headquarters
Antibes
Founded
2024
Market position
niche
Value-chain segment
GPU Clouds (Neoclouds)
Key products
power acquisition for AI data centers, AI data center design, construction and operations

About Fluidstack

Fluidstack, headquartered in United Kingdom, operates in the GPU Clouds (Neoclouds) segment of the semiconductor & AI supply chain and is positioned as a market niche there. Its key products include power acquisition for AI data centers, AI data center design, construction and operations. wafergraph maps 3 tracked suppliers and 1 tracked customer for Fluidstack across the value chain. It has a supply-chain criticality score of 0/100, with 1 companies downstream of it.

Role in the chain

Fluidstack is a market niche in AI & Data Center (GPU Clouds (Neoclouds)), headquartered in United Kingdom. Builds and operates AI data centers, including power acquisition, for large-scale AI compute.

Diligence questions

  1. The dataset records 3 tracked suppliers for Fluidstack. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 2 of Fluidstack's tracked suppliers are a monopoly or leader (including Dell Technologies, NVIDIA). Which of those are actually single-source for the process step you care about?
  3. The dataset names 1 tracked customer for Fluidstack. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Fluidstack is headquartered in United Kingdom. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. Fluidstack is private in this dataset (no ticker). What primary-source filings or audited statements exist, and what is still only a one-liner?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Fluidstack

Key products

  • power acquisition for AI data centers
  • AI data center design, construction and operations

Suppliers

Customers

More AI & Data Center companies

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Fluidstack — supply chain, financials & market position”, https://wafergraph.com/company/fluidstack (data as of 2026-09-05).

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