Why it matters: Holyvolt's $45M round and DRX cathode bet show how one startup is pairing a high-throughput lab with AI models to chase battery chemistries outside China's grip.
Why it matters: Rabot's Series B shows how home batteries are being aggregated into grid-scale virtual power plants, and where smart-meter shortages still constrain the model.
Why it matters: Skeleton's Siemens-led round shows how AI data-centre power demand is pulling industrial capital into energy hardware rather than chips alone.
Why it matters: Ambio's seed round shows how AI matchmaking is being applied to the demand side of recycled plastics, where weak buyer interest has stalled the market.
Why it matters: The round shows how a hardware-led energy installer is pitching its Heartbeat AI software to public-market investors, with a US entry and IPO both tied to 2027 results.
Why it matters: The fund's city-first thesis and its stated interest in data centers and industrial automation show where climate-focused capital is moving as AI power demand grows.
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