π The blue wave lifts (some) climate tech #321
What the midterm results mean for climate tech and data centers
AI demand has become the biggest driver of climate tech capital. Funding rose 55% to $26bn in H1 2026, much of it chasing data center demand. Thatβs according to the latest investment report from CTVCβs parent company, Currence, which provides market intelligence to the teams that finance and build the energy system.
Now, the midterms just rewired that buildout. Regulators, local governments, and investors are taking a harder look at new load, and some are asking if the bubble has popped. At the same time, pressure could push developers to bring their own (cheap, clean) power, opening new markets for onsite generation, storage, and grid tech.
Join my co-founder, Mark Taylor, plus special guests from Crux and Boundary Stone Partners, for a live webinar this Friday, November 13, at 11 am ET.
Theyβll break down what the results mean for new power and the AI buildout:

Weβll also preview new Currence research landing in the next three weeks, including our speed-to-power benchmark, our tiers of credible developers and projects, and our data center forecast.
π Register here to save your spot for Friday at 11 am ET. If you canβt make it live, register anyway, and weβll send you the recording. See you then!
-Kim Zou, Co-Founder and CEO, Currence
What the midterm results mean for climate tech and data centers
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