The best AI investment might be in energy tech

Venture capitalists have poured over half a trillion dollars into AI startups in the past five years, but the smartest AI investment may now be in energy, as up to 50% of data center projects face delays primarily due to power access constraints. Big tech companies like Google and Meta are investing heavily in solar, wind, nuclear, and emerging battery technologies, while dozens of startups are tackling power conversion and electron management. AI is expected to drive data center power consumption up 175% by 2030, pushing tech companies to explore grid alternatives.