TL;DR
- Major focus shift towards AI and GPU
- New FLT Staking on Ethereum is live in Token App
- Assets migration from Fluence Rollup to Ethereum L1 [action required from Apr 1st 2026 to April 1st, 2027]
- The Provider Incentives Program has completed
In 2025, we published our vision for Fluence around tokenized compute, open infrastructure, and a decentralized foundation for the intelligence economy. The core idea still holds. But the market has evolved quickly, and so have we.
Since the beginning of 2026, Fluence has been focused primarily on AI and GPU infrastructure. Today, we offer 1,400+ GPUs across 32 regions and 71 data centers, supporting both on-demand and reserved capacity. Just as importantly, most of the inbound demand we see across search, events, and social channels is about GPU services.
This does not mean abandoning our roots. We still believe in open infrastructure, reducing vendor lock-in, and democratizing access to compute. And we still believe the AI economy needs a neutral compute layer, but we also have to be honest about where decentralization helps, and where it impedes our ability to compete effectively.
Rollup Sunset
We have sunset the Fluence Rollup.
The rollup, built on Arbitrum Orbit, was designed to bring core marketplace logic on-chain, including deals, staking, capacity proofs, accounting, and billing. It was an ambitious attempt to make cloud infrastructure more transparent and composable. We remain proud of that work.
But over time, this architecture created too much product and engineering overhead. It slowed development, increased complexity, and made it harder to keep pace with centralized neoclouds on features and stability. At the same time, our core AI focused customer base cares first about reliable hardware, fast deployment, and operational quality, not whether marketplace logic lives on-chain.
Assets Migration
As part of the rollup sunset, we’ve released a new Token App with an upgraded staking experience for a smooth migration.
New Staking Is Live
We have also released new staking on Ethereum L1, allowing FLT holders to continue earning yield by locking FLT to the protocol. Expected yield should be roughly in line with the past staking model.
Over time, staking will evolve to reward longer lockups, and governance that gives more weight to participants with stronger long-term commitment. Importantly, as network revenue grows, the staking reward pool also grows, and we would like to see material rewards paid to FLT stakers in 2026. Stake your FLT here.
Provider Incentives Are Complete
We have also completed the provider incentives program.
This program accomplished its objective which was to bootstrap the provider network for the first two years as we ramped up customer demand. We are grateful to the providers who participated, contributed capacity, and earned FLT through the program.
Providers may now claim their FLT on Ethereum L1 without vesting, using the same migration tool. This closes one chapter of Fluence and clears the way for a different provider model going forward.
This evolution impacts token economics as well. In infrastructure networks, provider rewards often drive steady sell pressure because providers need to pay real-world costs like electricity and hardware. With provider incentives complete, and investor vesting also ending, we believe 2026 creates healthier market conditions for FLT, with less structural selling pressure than in previous phases.
Updating FLT for the Next Phase
FLT remains central to Fluence, but its role is evolving.
We will continue handling customer payments in the formats that are easiest for customers and providers, including fiat and stablecoins which is a requirement if we want to compete seriously in AI infrastructure. At the same time, we plan to enhance FLT utility through staking, governance, and rewards or discounts for users who hold and stake the token. We’ve also shipped the Token Dashboard — a single place to stake, provide liquidity and earn yield, participate in the DAO, farm points, access the main Fluence Console, and more.
Our goal is simple: FLT should align the incentives of long-term participants around growing the platform, improving pricing, and making Fluence more competitive as a global GPU cloud.
The AI infrastructure market rewards speed, reliability, and access to supply. Fluence is now much more directly aligned with that reality. Fluence still stands for open access to compute and reduced dependence on closed hyperscaler platforms, and its tech now sets a cleaner foundation for customers and for FLT.
FAQ
Nothing. No action is required before the migration. Just wait for the migration to complete, then claim your funds on Ethereum L1 through the Token App.
Go to the migration tool in the token app and claim your funds. Claims will remain available until April 1, 2027.
No. The bridge has been disabled. We strongly recommend not bridging funds manually, to ensure the migration goes smoothly.
Yes. Staking on Ethereum L1 is available now, you can stake any amount already Staking App.
No. Your pFLT will be converted automatically to FLT on Ethereum L1 at a 1:1 ratio. Claim it on Ethereum L1 through the Token App.
No. Your pFLT, together with all accrued staking rewards, will be converted automatically to FLT on Ethereum L1 at a 1:1 ratio.
