全球能源转型的资金在2025年攀升至创纪录的2.3兆美元。文章说，12家气候科技新创在 BloombergNEF 的年度 Pioneers 竞赛中胜出，这些公司是从611件参赛作品中选出，得奖者分别来自三项挑战：为资料中心供电、平衡能源供需，以及整治重型运输。与AI相关的全球电力需求预计在十年内翻四倍，而全球资料中心到2035年预计将使用多达1,600太瓦时的电力，约为英国去年耗电量的五倍。
清洁交通被描述为气候科技投资中最大的一块，去年获得8930亿美元资金，而商用车仅获得530亿美元，年增57%。在中国，仅2025年第四季就售出近78,000辆中型和重型电动卡车。清洁航运去年获得42亿美元投资，文章并说电动大型船舶仍然还需要好几年，甚至可能是几十年才有望成熟。
文章说，S&P的主要清洁能源与电网科技指数在过去12个月中，表现优于大多数其他股票指数。文章也说，资料中心营运商正在建设更多风能和太阳能项目，公用事业公司面临平衡电网供需的压力，而能源储存电池与智慧负载管理软体等技术则带来机会。Claire Curry表示，能源转型关乎欧洲、印度和中国的国内安全与供应；Angie Farrag-Thibault则说，自愿性的产业倡议与越来越多的政府政策，已帮助清洁运输产业迅速跟上步伐。
Funding for the global energy transition climbed to a record $2.3 trillion in 2025. The article says 12 climate tech startups won BloombergNEF’s annual Pioneers competition, chosen from 611 entries, and that the winners were selected across three challenges: powering data centers, balancing energy supply and demand, and cleaning up heavy-duty transport. Global electricity demand tied to AI is on track to quadruple within a decade, and global data centers are expected to use as much as 1,600 terawatt-hours of electricity by 2035, roughly five times what the UK consumed last year.
Clean transportation is described as the biggest chunk of the climate tech investing pie, with $893 billion in funding last year, while just $53 billion went into commercial vehicles, a 57% increase year-over-year. In China, nearly 78,000 medium- and heavy-duty electric trucks were sold in the fourth quarter of 2025 alone. Clean shipping saw $4.2 billion in investments last year, and the article says electric large ships remain years, if not decades, away.
The article says the S&P’s main clean energy and grid tech indexes have outperformed most other stock indexes over the past 12 months. It also says data center operators are building more wind and solar projects, utilities face pressure to balance supply and demand on the grid, and technologies such as energy storage batteries and smart load management software create opportunities. Claire Curry said the energy transition is about domestic security and supply for Europe, India and China, and Angie Farrag-Thibault said voluntary industry initiatives and a growing number of government policies have helped the clean transport sector quickly get up to speed.