Energy Tech Draws Nearly $200B in 2025 as Data-Center Loads Test Grid Interconnection Queues

ingliguori · x · 2026-11-12

Energy technologies attracted nearly $200B in investment in 2025, with rising AI data-center loads straining grid interconnection queues.

The post highlights three technologies targeting different physical constraints: everything-to-grid bidirectional connections, direct lithium extraction, and passive cooling for data centers.

The author cautions that large investment scale is not proof that grid friction has been solved.

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