?? AI’s power surge: Driving innovation and sustainability ??
AI is emerging as a powerful catalyst for sustainability. Data centers have grown unprecedentedly over the past two years, with some markets expanding over 30% annually. This rapid growth is straining infrastructure, especially in Europe, where 40% of the grid is over four decades old.
At the same time, the semiconductor industry, the backbone of AI hardware, is under immense pressure to scale innovation while minimizing its carbon footprint. Data centers, responsible for powering AI, consume significant amounts of electricity and water, raising questions about grid resilience and environmental impact.
?? Antler : The most active early-stage investor ??
At Antler, we build AI startups from day zero and were recently recognized by Dealroom as the most active AI investor globally. With 1,500+ companies and 60%+ of our portfolio AI-driven, we offer exclusive, hyperdiversified early access to the next wave of category-defining AI startups.
?? The AI-sustainability paradox: A challenge and opportunity
While AI’s acceleration presents sustainability challenges, AI is also part of the solution. These Antler-backed startups are tackling key infrastructure and sustainability challenges head-on:
?? Sluicebox (US) – AI-powered carbon intelligence for the electronics supply chain, optimizing sustainability across 1.5B+ components.
?? Enaxiom (Australia) – Revolutionizing data center cooling with HydroCool, reducing energy use and reliance on freshwater.
? Arkion (Sweden) – AI-powered grid resilience, cutting power outage rates by 50% and defect costs by 75%.
While foundational AI models have dominated VC funding in 2024, 2025 will be the year of application-layer AI startups - businesses solving real-world challenges in sustainability, energy, and infrastructure.
We’re privileged to have a front-row seat to AI’s evolution, backing exceptional founders shaping the future.
Check out the carousel (a snippet taken from our latest ESG and impact report) to see how AI is powering sustainability.??
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