Three takeaways on climate tech: China’s rise, data centers and Artificial Intelligence, materials innovation

The 2025 Climate Tech Companies to Watch spotlights three trends: China’s cleantech momentum, the power demands of data centers and Artificial Intelligence, and a surge of innovation in materials. Concrete examples from wind to recycling illustrate where progress is accelerating.
The Download: decoding the immunome and climate tech signals

Today’s Download explores new tools to map the human immunome, highlights takeaways from the 2025 Climate Tech Companies to Watch, and rounds up key stories spanning copyright, rare earths, and geoengineering.
Artificial intelligence investment is pulling the US economy forward, but will it last

Heavy spending on artificial intelligence infrastructure and products is buoying growth and markets, but slowing adoption and uneven payoffs raise bubble risks.
AMD, Nvidia and Intel stock outlook: Artificial Intelligence demand and trade risks shape the path ahead

Microchip stocks are back in focus as data center and Artificial Intelligence workloads drive demand, while export controls and higher rates complicate the picture. Here is how AMD, Nvidia and Intel stack up on catalysts, risks and execution.
Rose-Hulman alumni use data and Artificial Intelligence to shape NFL and NCAA teams

Telemetry Sports, founded by Rose-Hulman alumni, delivers computer vision, machine learning, and Artificial Intelligence powered analytics to more than 25 NFL franchises and 20 NCAA teams. A new owner, Teamworks, plans to scale the platform and extend its media reach.
US energy department eyes carbon removal funding cuts, and Artificial Intelligence toys go global

The newsletter reports potential termination of funding for two direct air capture hubs, tracks the rise of Artificial Intelligence-enabled toys from China to US stores, and spotlights Pairwise’s gene-edited crops for a warming world.
S&P Global and IBM deploy agentic Artificial Intelligence to improve enterprise operations

S&P Global will embed IBM’s watsonx Orchestrate into its offerings, starting with supply chain, pairing agentic Artificial Intelligence with proprietary data to improve visibility and decision-making. The alliance will also add new agents to IBM’s Agent Catalog and expand into finance, procurement and insurance.