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Climate Drift

$41B in May. Wall Street's largest clean energy IPO ever. A €2.2B carbon-neutral lithium close. And a $500M hedge fund bet on El Niño. The next AI infrastructure opportunity is unlocking what we already have Four weeks to a louder climate voice The Missing Unit $55B in April. America's $1B nuclear IPO. The largest reforestation fund ever closed. And a $5B green ammonia pledge in Egypt. Your voice is load-bearing infrastructure When thought leadership isn’t all about you Your visibility gap is costing the climate $22B in March. America's $450M nuclear bet on AI power. Europe's first iron fuel plant. And a gene-edited banana 75 years in the making just raised $105M. 100 Fun Facts About the Grid Ship Fast, Ship Right 💸 Follow the Money: February 2026 The Methane Gap The $49 Billion Chocolate Fix What is powering AI? Off the Record: Climate Edition – VC doesn't work for Climate Tech. Here's 3 new solutions Off the Record: Climate Edition – How to Actually Raise Your Next Round 💸 Follow the Money: January 2026 Off the Record: Climate Edition – Solar Punk in Africa What if seaweed could build its own farm? Off the Record: Climate Edition – Want a Climate job? Give Away Your Best Ideas The hard part of hard tech Off the Record: Climate Edition – AI Surprise + VC Panic at The Drop The Executive Climate Playbook: How senior talent gets deployed
Off the Record - Episode #9 - AI Energy Race
Skander Garroum, Jordy Gold · 2026-04-23 · via Climate Drift

The pain and potential of the great AI electricity race

AI companies are racing to secure power for their energy hungry datacenters and it turns out renewables might be their only option in the short term. Environmentalists have been terrified about what AI and its energy use could mean for the climate. But after diving into the data, we flip the script on its head and ask: is AI the unexpected catalyst we never knew we needed to drive renewables and the new clean energy revolution?

  • Why neither natural gas or nuclear are the answers to powering data centres in the short to medium term.

  • Are moonshots like flying data centres to space or fusion power the answer?

  • Why renewables are the only option available when it comes to quickly building out new power generation and what this means for building out the new clean economy.

LinkedIn: https://www.linkedin.com/in/jordygold/

LinkedIn: https://www.linkedin.com/in/skandergarroum/

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