What can we expect when it comes to the sustainable energy transition during the next year?
Bring your own power / Flexible hybrid power solutions – David Delfassy, Investment Director, TDK Ventures
“We are likely to see the concept of power flexibility for large commercial power users break into the mainstream next year. The grid is fundamentally slow and expensive to change, yet the emerging wave of compute-intensive infrastructure, especially AI and hyperscale data centres, requires unprecedented amounts of power. That mismatch is creating momentum for flexible hybrid models in which data centres can dynamically switch between grid power and on-site generation. A blend of new transformer hardware and increasingly sophisticated software orchestration layers are the tools in the toolbox that will enable the energy transition.”
Geothermal – David Delfassy, Investment Director, TDK Ventures
“Geothermal will gain real momentum in 2026, propelled by the first commercial demonstrations of next-gen systems like Rodatherm. Traditional geothermal has been constrained by limited site suitability, inconsistent heat, and toxic chemicals. Next-gen approaches flip the model by leveraging oil-and-gas drilling innovations to reach deeper, hotter, and more reliable reservoirs, opening access far beyond historic capabilities.”
Sam Hil
Global AI infrastructure – Sam Hill, Investment Analyst, TDK Ventures
“The global push for AI infrastructure is now one of the strongest drivers of energy-transition investment. In the face of slow grid connection timelines, access to reliable power has become a key bottleneck and is forcing developers to look beyond traditional locations. Twinned with the demand for sovereign capability, Big Tech is moving aggressively into Europe and the Middle East, and companies like Groq are already deploying sovereign AI infrastructure in these regions. This shift is rewriting global maps of both compute and energy investment, and investors who understand these dynamics will be best positioned for Climate Tech 3.0.”
For more information: https://tdk-ventures.com/
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