🌏 The data center power shift #226
Happy Monday! We know the year’s almost over, but who’s had a bigger year than AI and data centers? A handful of new announcements from Exxon, Shell, Google, and more show how emerging clean firm technologies are scaling up to power the sector. In deals, $600m in data centers, $44 in lithium-ion energy storage and $35m in drone monitoring. In other news, US climate policy whiplash, big nuclear plans in Asia, and clean energy FOAK project progress. 💰 ICYMI: We released our new report on the 2024 Climate Capital Stack and Funds, which you get here. 🔮 Plus, as we gear up for next year, take our climate tech oracle survey to give us your 2025 predictions (and have the chance to be featured when we write about them in January). Thanks for reading! Not a subscriber yet? 📩 Submit deals and announcements for the newsletter at hello@ctvc.co. 💼 Find or share roles on our job board here. Data centers have been racking up new players and partners this week, with a handful of new announcements
🌎 The EU’s cap and trade-offs #305 Inside the EU ETS reform proposals Newsletter
Explore this link on the map →related reading
- Roadmap: The AI data center stack - Bessemer Venture Partnersbvp.com
- The multifaceted challenge of powering AI | MIT News | Massachusetts Institute of Technologynews.mit.edu
- IIIa. Racing to the Trillion-Dollar Cluster - SITUATIONAL AWARENESSsituational-awareness.ai
- How to Build the Future of AI in the United States | IFPifp.org
- The data center event that became an energy event | Latitude Medialatitudemedia.com
- Deep Dive: Economics of the AI Build-Out | Contrary Researchresearch.contrary.com
- Fast, scalable, clean, and cheap enoughoffgridai.us
- Power 2026 - Electricity Pricing in the Age of AIpower2026.ai
- We did the math on AI’s energy footprint. Here’s the story you haven’t heard. | MIT Technology Reviewtechnologyreview.com
- Data Drain: The Land and Water Impacts of the AI Boom - Lincoln Institute of Land Policylincolninst.edu
- Meet the companies using AI to reinvent the energy business | Fortunefortune.com
- 🌎 The data center report we promise you haven't readctvc.co