By Jessie Chuang
The Trump 2.0 era has started! Last year, we’ve foreseen the energy and sustainability demands driven by the AI infrastructure arms race would be the strongest opportunity in green tech. This is happening.
In the announcement of his National Energy Council, Trump included winning the AI “arms race with China (and others)” as one of the reasons for “cutting red tape” and expanding “ALL forms of energy production to grow our economy, and create good-paying jobs.” This is exactly what we expected in 2024. It means clean energy momentum is likely to continue as Trump 2.0 aims at (1) energy dominance (2) a manufacturing renaissance, and (3) AI superiority — and competition with China is a throughline throughout all three.
We all agree that AI is the strongest economic driver now, the AI infrastructure arms race itself creates big challenges which are big opportunities for energy transitions, sustainability tech, and semiconductors! AI data center investment was huge in 2024, big announcements keep coming as we enter 2025. And it’s time to watch AI integrations closely – especially intersections of AI and sectors of strongest growth.
Here are 5 major trends creating promising exit opportunities within 3 years.
Trend 1: Strong demands and investments in AI computing infrastructure, AI agents, and quantum computing; AI verticalization is the next wave.
Trend 2: The power hunger of AI/HPC computing drives innovations in clean energy generation aligned with Trump’s policy, cooling tech, and energy efficiency-boosting through optimization in every possible aspect: connectivity, advanced semiconductors, Si Photonics, and resource/energy utilization optimization.
Trend 3: 2024 has seen a strong rebound in robotics investments. Distribution is uneven thus far but may improve given that robotics is the next wave of AI.
Trend 4: Space is the next frontier, with launching- and satellite-related value chains and applications seeing the biggest opportunities.
Trend 5: Hardware and semiconductors manufacturing reshoring for national security.
A remark on the current backdrop - tariff, chips war, cloud war, sovereignty AI… are happening amid rising geopolitical tensions. A structural shift in the global geopolitical order is underway. More nations are viewing key sectors such as renewable energy, electric vehicles, critical minerals, semiconductors, and AI as crucial to economic growth, future job creation, and economic and national security. Also, industrial policies are growing in scale, scope, and ambition. Nations are investing massive sums in supportive infrastructure and direct subsidies to manufacturers, for example.
This just touches the surface of it. for more data and analysis, book a 30 minute meeting to talk with us.