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AI x Climate
2025-07-14

Exits, Valuation Heat, and Climate-AI Convergence | TechPulse Radar 07/14

Notable Exits (AI x Climate)

  • 151 exits tracked over the last 500 days across applied AI + climate.
  • Juniper Networks leads with a $16.2B exit.
  • Weights & Biases acquired after $1.7B in funding — signaling consolidation in the MLOps space.
  • Captiv8 and Greenbids exited between $65M–$150M, showing mid-market appetite for verticalized AI tools.

Acquirers are now favoring revenue-generating AI platforms with product-market fit, not just tech prototypes.

Unicorn & Soonicorn Movement

  • Liftoff Mobile and Greenko Group crossed $4.3B and $7.3B valuations respectively.
  • Scale AI continues to dominate at $29B, with signs of preparing for IPO amid strong EBITDA.
  • Harvey, Decagon, and Thinking Machines Lab remain in the $1B+ range, with a focus on scientific computing and developer infra.
  • New movers like Gecko Robotics and Clay signal investor optimism in deeptech and industrial AI.

Climate+AI Market Expansion

From the Climate+AI Market Map (102 companies):

  • Agreena (soil carbon) and GridBeyond (AI for energy optimization) are in expansion stage with valuations of $150M–$250M.
  • Dryad and Blip Energy are showing Series A/B traction in Europe and the U.S.
  • Meta’s geothermal partner XGS Energy is gaining relevance across clean compute portfolios.

These companies reflect the compute–climate convergence: using AI for grid resilience, energy optimization, and carbon tracking.

Investor Heatmap (FundScreen)

Top U.S. investors this week:

  • Embedding VC led 4 investments, including FLORA AI.
  • Energy Capital Ventures and KittyHawk remain active in clean compute + infra.
  • Other early-stage backers include A100x Ventures, Backswing, and Fitz Gate Ventures , clustering around startups with:
    • $0.25M–$5M in revenue
    • Repeat founders or institutional credibility
    • Alignment to infra + sustainability themes

Investor activity is shifting from “model bets” to infrastructure enablers , clean cooling, energy APIs, emissions intelligence.