
The New Energy-Aware Data Center Tech Stack
Why power, not compute, is becoming the limiting factor for AI infrastructure
Ruminations on Congruent Ventures, climate, and Climate Tech investing
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Why power, not compute, is becoming the limiting factor for AI infrastructure

What we're thinking about coming into 2026

TL;DR As the AI arms race escalates across the geopolitical and technology spheres, headlines gush over OpenAI, Microsoft, Google, Meta, Anthropic, Perplexity, xAI, and Chinese disruptors, and they are right to do so.

Opportunities for software to address the interconnection challenge and accelerate transmission development

Congruent Ventures' latest perspectives on the biomining startup landscape

Congruent Ventures' latest perspectives on the industrial heat startup landscape

Climate Venture Coming of Age

As venture goes through a reset, climate proves resilient

The Climate Growth Fund Targeting Its Early-Stage Portfolio Makes Congruent One of the Largest Early-Stage Climate Investors with More Than $700M in Assets under Management

The Climate Growth Fund Targeting Its Early-Stage Portfolio Makes Congruent One of the Largest Early-Stage Climate Investors with More Than $700M in Assets under Management