Bill Gates’ Breakthrough Energy bets these 21 startups will shape energy’s future

September 22, 2026 Tim De Chant

To the investors at Bill Gates' Breakthrough Energy, the coming wave of electrification will make data center energy demands look quaint by comparison. Here's how they're preparing.

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Everyone can find a reason to dislike data center construction
Everyone can find a reason to dislike data center construction

Inside two years of fraught AI data center debates in Pennsylvania.

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Nscale’s IPO will test Wall Street’s appetite for concentrated AI bets once again
Nscale’s IPO will test Wall Street’s appetite for concentrated AI bets once again

The British AI data center developer depends on tech giants Microsoft and Anthropic for most of its revenue.