AI–Energy Convergence Deepens: US Action Plan, European Startups, and Infrastructure Demands Define Q3 2025 Growth - Quarter 3 2025
Case for tracking:
In Q3 2025, AI’s rapid growth proved tightly linked to the energy system. On the clean energy side, companies launched new tools like Aetheriqube’s carbon tracking platforms and Nanogeios’ IRIS-X system for low-cost hydrogen detection showing how AI is helping drive low-carbon innovation.
Startups across Europe and Ireland added momentum, positioning AI as a key part of the energy transition. At the same time, attention turned to the infrastructure needed to support this scale-up. The U.S. released a national AI Action Plan to speed development and protect competitiveness, while companies like Synapse Power and Pure Storage showcased new platforms for GPU networks and storage efficiency. Overall, the quarter highlighted that AI’s long-term impact depends not just on clean power sources, but also on whether digital and energy infrastructure can grow reliably with sustainability.