🌏 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
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,…
related reading
- Roadmap: The AI data center stack - Bessemer Venture Partnersbvp.com
- IIIa. Racing to the Trillion-Dollar Cluster - SITUATIONAL AWARENESSsituational-awareness.ai
- Fast, scalable, clean, and cheap enoughoffgridai.us
- Power 2026 - Electricity Pricing in the Age of AIpower2026.ai
- How AI Labs Are Solving the Power Crisis: The Onsite Gas Deep Divenewsletter.semianalysis.com
- 🌎 The data center report we promise you haven't readctvc.co
- Data center outlook: half of 2026 pipeline may not materialize | Currence Blogsightlineclimate.com
- The multifaceted challenge of powering AI | MIT News | Massachusetts Institute of Technologynews.mit.edu
- Meet the companies using AI to reinvent the energy business | Fortunefortune.com
- AI populism's safety problemtransformernews.ai
- Turning the data center boom into long-term, local prosperity | Brookingsbrookings.edu
- Why American data centers can't plug inworksinprogress.co