Green Tech Investors Eye Data Center and Grid Opportunities Amid AI Boom
Green tech investors are doubling down on data center energy solutions and power grid technologies, betting on sustained demand despite concerns about an AI bubble. The sector's momentum builds on 2025 trends shaped by Trump-era policies, artificial intelligence proliferation, and electrification.
Data center energy consumption in the US is projected to surge 130% by 2030, creating fertile ground for startups specializing in geothermal solutions, renewable energy projects, and efficiency software. "Even half that growth represents a massive opportunity," says Khosla Ventures' Rajesh Swaminathan.
Distressed clean energy assets present another compelling proposition. Energy Impact Partners founder Hans Kobler notes increasing opportunities to acquire undervalued companies in the space.
Grid technology stocks continue their meteoric rise, with the Nasdaq's grid index outperforming major benchmarks by nearly 30% in 2025. Investor appetite remains insatiable despite these gains, with US grid investments reaching $115 billion last year.