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The best AI investment might be in energy tech

The best AI investment might be in energy tech

Venture capitalists have placed increasingly bigger bets on AI startups, investingover half a trillion dollarsinto the sector over the last five years. But these days, the smartest AI investment might be in energy,accordingto a report by Sightline Climate. Researchers found that up to 50% of data center projects that have been announced might be delayed. One of the biggest culprits is access to power. Of the 190 gigawatts worth of data centers the company is tracking, only 5 gigawatts are under construction. About 6 gigawatts of data center projects in Sightline’s database came online last year. A far larger percentage — about 36% — saw their timelines slip in 2025. The delays may eventually trickle down and affect large enterprises and other companies that use AI for their businesses. That supply-demand squeeze is an opportunity for investors. Here’s why. Big tech companies like Google and Meta have devoted large parts of their balance sheets to develop solar, wind, and nuclear projects. These companies are also supporting emerging technologies likeForm Energy’s 100-hour batterythrough direct investments and working with utilities to accelerate their adoption. Dozens of startups are pursuing technologies that tackle the power problem. For instance, Amperesand, DG Matrix, and Heron Power are developingnew power conversion technologies, while companies like Camus, GridBeyond, and Texture arebuilding softwarethat can manage the flow of electrons. Power remains one of the most significant constraints for data centers, a shortfall that isn’t likely to change anytime soon. AI is expected to drive data center power consumption up 175% by 2030,accordingto Goldman Sachs. These shortages on the grid are unprecedented in modern times, and they’ve been driving up electricity prices around the country. That has pushed many tech companies to explore alternative ways of powering their data centers. (The Trump administration, sensing a looming political crisis, isurging tech companiesto build their own power source, pay higher rates, or both. Most had already made plans to do so, of course.) Amazon, Google, Oracle, and other large tech companies have been working to minimize their dependence on the grid. Several data centers are being planned using on-site power or a hybrid approach that blends on-site power with a grid connection. The biggest data centers are leading the charge. Less than a quarter of projects that have identified a power source will use on-site or hybrid; together they represent 44% of total capacity. The shift has been driven in part by shortages of power generation equipment — namelygas turbines— and an antiquated grid. That’s opened a path for alternative energy sources. Google’s latest deal to power a new data center in Minnesota shows one approach to tackling the problem. The company willblend wind and solar with a massive 30 gigawatt-hour batteryfrom Form Energy. Google also worked with Xcel Energy to devise a new rate structure that it says will help encourage the adoption of new technologies in the utility’s planning process. Form Energy’s battery isn’t the only example. Grid-scale batteries are poised to take a big bite out of the power market. By the end of this year, the U.S. should have nearly 65 gigawatts of battery storage capacity,accordingto the U.S. Energy Information Administration. Like many of its peers, Form Energy is looking to capitalize on the momentum byraising a $500 million roundin advance of an eventual IPO. Energy supplies are only part of the story. Once the power hits the grid or the data center, it needs to be managed, a task that mostly falls on the humble transformer. Most of today’s transformers use massive blocks of iron wrapped in copper wire, a technology that is about 140 years old. It’s reliable, but it’s becoming far too bulky as data center power demands ramp up. By the time server racks hit 1 megawatt in power density, the power equipment needed to run them will occupy twice as much space as the rack itself, one expert told TechCrunch. It’s why investors have beenflocking to back solid-state transformer startupsrecently, which are hoping silicon-based power electronics can supplant the ancient iron-and-copper tech. They’re more expensive than existing transformers, but they are also flexible enough to replace several pieces of equipment in a data center, which should make them cost competitive. Altogether, the scale of investments in battery and transformer companies has been much smaller than some of the blockbuster rounds we’ve seen in the AI industry. That’s not a bad thing — those rounds are more tractable for investors. Plus, as the world electrifies everything from transportation to heavy industry, the need for power is only going to grow, giving investors a hedge against an AI bust. Maybe the best AI investment isn’t in AI at all.

3 months ago

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Wipro, NVIDIA Launch Solution to Make Legacy Data Centres AI-Ready

Wipro, NVIDIA Launch Solution to Make Legacy Data Centres AI-Ready

The solution integrates AI into core infrastructure, enabling secure, production-scale enterprise deployment.

3 months ago

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Anthropic Study Finds People Don’t Really Want AI for Creative Work

Anthropic Study Finds People Don’t Really Want AI for Creative Work

Anthropic's new study has revealed that individuals don't really look at creative expressions as one of the skills they want from artificial intelligence (AI). The finding was derived from a large-scale survey with participants spanning more than 150 countries. All of the individuals were surveyed using the company's Interviewer tool, which was released in December 2025. The study aimed to find what people think is going well in AI and what worries them. It also asked them about the skills they want to see in the AI-powered systems the most.

3 months ago

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Carl Pei Says ‘Apps Are Going to Disappear’ as Smartphones Become More Agentic

Carl Pei Says ‘Apps Are Going to Disappear’ as Smartphones Become More Agentic

Nothing CEO Carl Pei predicted that in the future, apps on smartphones will be replaced by artificial intelligence (AI) agents. Speaking at South by Southwest (SXSW), the executive suggested that the current app-centric model is “boring” and largely unchanged for 20 years. He highlighted that using a smartphone to complete a task today feels like admin work, where different apps must be manually set to get to the final output. With the rise of agentic interfaces, he believes that soon, users will be able to tell an agent what they want, and it will be done autonomously.

3 months ago

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These AI notetaking devices can help you record and transcribe your meetings

These AI notetaking devices can help you record and transcribe your meetings

Digital meeting notetakers likeRead AI,Fireflies.ai,Fathom, andGranolahelp record and transcribe online meetings. But for in-person or more versatile options, many people prefer physical recording devices. These physical notetakers transcribe audio and give users summaries and action items of meetings using AI. Some of these devices are wearable — pins or pendants with dedicated mics for recording — while others are credit card-sized with dedicated mobile apps to transcribe and extract insights using AI. A few even offer live translation. Below is a non-exhaustive list of physical AI notetakers and transcription tools. This credit-card-sized notetaker has been around since 2023, with a newer, AI-poweredPro versionthat has a small screen, four mics, and records audio within three to five meters. It also can switch between in-person recording and call recording. The Plaud Note costs $159, while the Note Pro costs $179. They come with 300 minutes of transcription free per month. Mobvoi’srectangular notetaker is priced at $159and includes 600 free transcription minutes. The company claims the device shows real-time transcription and translation with support for more than 120 languages. The device offers 25 hours of continuous recording through its three microphones. In terms of software features, the TicNote offers automatic highlight extraction and the ability to create audio clips or summarized podcast versions of a conversation. Comulytic is a newer entrant in the hardware AI notetaker market. The company’s claim for differentiation is that its$159 Note Pro devicedoesn’t require any additional subscription for basic transcription. That means you can transcribe unlimited minutes by just buying the device. The device can record up to 45 hours of audio continuously on a single charge and has more than 100 days of standby time. The company has a $15 per month or $119 per year advanced plan that offers instant AI summaries, unlimited templates for summaries, an action item list, and chat with AI assistant without any limits. Plaud NotePin andNotePin Sare the smaller and more pocketable versions of the company’s larger Note and Note Pro devices. The NotePin has a versatile design: You can wear it as a wrist band, a pendant, clip it to your bag, or wear it on your shirt with a magnetic attachment. Notably, the lanyard and wristband are only available with the NotePin S. Both devices have two mics, and can record around 20 hours of audio continuously on a single charge. The NotePin S has a physical button to start/stop recording and capture highlights. Both are similarly priced to their credit-card-shaped counterparts. The NotePin is priced at $159, and the NotePin S is priced at $179. The Omi pendantis a cheaper alternative to other notetakers at $89. This is because the pendant has to be connected to your phone and doesn’t have any onboard memory. The device has two mics and can run for 10 to 14 hours on a charge. While Omi has its own app, you can use other apps, as the hardware and software are open sourced. Users have also built different connectors and apps for the device. Viaim’s earbudsallow for transcription during calls, with additional recording capabilities in the earbuds’ case. These buds are priced at $200 and Viaim claims they can transcribe audio in up to 78 languages in real time. The company’s app can also highlight key points in transcriptions. Anker’s Soundcore Workpin is a coin-sized AI notetaker with a puck-shaped battery pack. The $159 device can record for eight hours without breaks, or up to 32 hours if the pin is attached to its case, the company says. Anker claims that the device has a five-meter recording range. Users get 300 minutes of transcription free per month. Pocketis another credit-card styled puck that sticks to the back of your phone and takes notes. The company lists the gadget at $199, but it is often available on discount. Buyers don’t need to buy a subscription to use core features like transcription. The device supports over 120 languages. The puck weighs 52 grams, has 64GB of on-device memory, and can last up to four days on a single charge. The company says the Pocket has two mics that can record audio in the range of 15 meters. A $19.99 per month subscription gets you features such as unlimited cloud storage, more than 100 templates for different summary styles, AI-powered speaker labels, and home screen widgets.

3 months ago

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Inside Razorpay’s Engineering Behind Billions of Successful Transactions

Inside Razorpay’s Engineering Behind Billions of Successful Transactions

Razorpay controls only 30% of the payment stack—the rest sits with banks and networks. Yet, it is accountable for 100% of every transaction outcome.

3 months ago

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Maharashtra Signals First Dedicated Tribunal for IT Employees

Maharashtra Signals First Dedicated Tribunal for IT Employees

Labour Minister, Akash Pandurang Fundkar, said when rules are drafted in line with the new labour codes, special tribunals will be constituted.

3 months ago

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Firstsource Unveils AI Model For Enterprises That Underwrites Outcomes

Firstsource Unveils AI Model For Enterprises That Underwrites Outcomes

The agent-first approach ties revenue to results, taking on risk as enterprises struggle with AI deployment gaps.

3 months ago

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The Startup Turning India’s Trash Into Data Gold

The Startup Turning India’s Trash Into Data Gold

Recykal is using AI, digital traceability, and marketplace platforms to formalise India’s fragmented waste ecosystem and accelerate the circular economy.

3 months ago

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OpenAI Has Reportedly Started Working on Sora Integration in ChatGPT

OpenAI Has Reportedly Started Working on Sora Integration in ChatGPT

Earlier this month, reports claimed that OpenAI is planning to bring its Sora artificial intelligence (AI) model to ChatGPT. Now, as per a new report, the evidence of this integration has started showing up inside the chatbot's code. While it does raise questions on how the San Francisco-based AI firm plans to differentiate between Sora in ChatGPT and the standalone Sora app, the move will also bring the highly popular AI-powered video generation feature to the company's flagship app.

3 months ago

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Gumroad Dumps Custom CSS for Tailwind

Gumroad Dumps Custom CSS for Tailwind

The creator-focused e-commerce platform also supported Tailwind during its 80% revenue decline this year.

3 months ago

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From Hangzhou to Karur, Two Coders Cracked the Same Problem

From Hangzhou to Karur, Two Coders Cracked the Same Problem

China's intense contest ecosystem meets India's grassroots coding grind in a record-setting global competition.

3 months ago

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