Global investment in climate technology is roaring back after remaining in decline for three years. According to a new Bloomberg NEF report, private and public investors have invested approximately to $56 billion in green industry ranging from clean energy to electric cars and energy storage, in the first three quarters of 2025, already exceeding the $51 billion in total investment in 2024.
AI boom and energy demand drive green revival
This new serge of investment follows an increasing global energy need driven by the AI hype and data center growth, prompting companies to reconsider energy efficiency and sustainability. Industry giants such as Chinese battery giant Contemporary Amperex Technology Co. Ltd. (CATL) and BYD Co., the country’s electric car maker has raised billions via public offerings, with Spain renewable energy giant Iberdrola SA raising $5.9 billion via share sales.
Fusion tech and nuclear power regain investor trust
Nuclear power alone provided a fifth of total venture capital investments, demonstrating investor confidence in fusion tech, led by Commonwealth Fusion's $863 million round that included funding from Nvidia Corp.’s venture arm.
Institutional giants re-enter the climate space
Institutional investors are also reentering the climate space. Brookfield Asset Management recently sealed a $20 billion clean-energy fund, and JPMorgan Chase & Co. committed as much as $10 billion in direct equity and venture capital as part of its overall $1.5 trillion commitment to "critical industries" such as batteries, solar, and nuclear.
JPMorgan’s global head of sustainable solutions, Chuka Umunna, stressed that U.S. cannot sustain its tech growth without including wind and solar power. “It’s difficult to conceive of a situation in which they won’t need to tap into those sources of energy”, he said Bloomberg Television.
Clean energy shares outperform amid political uncertainty
Clean energy shares are currently beating major equity benchmarks, indicating robust market belief in the sector's prospects. Still, doubts persist. Political resistance, most notably from the Trump administration's reversal of renewable policies is seen by analysts as a threat to investor confidence in leading up to 2026.
While Bloomberg NEF projects venture capital investment in climate tech to hit $25 billion by end-2025, down from $31.7 billion for the last year, the bigger picture is one of strategic shift-climate tech is no longer merely a moral imperative, it's increasingly a central economic and geopolitical asset.
