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Clean energy investment hit a new record last quarter, mostly driven by EVs

Spending rose 8% to a whopping $75 billion in Q3.

The expiry of electric vehicle tax credits didn’t just do wonders for the sales figures of automakers like Tesla; it also contributed to the best quarter of clean energy investment ever in Q3 this year, per a new report.

According to new data from the Clean Investment Monitor, a joint project from MIT and the Rhodium Group, clean energy investment across the US reached a record-breaking $75 billion last quarter, up 8% from the same period last year, as efforts to curb our economy’s emissions continue.

The monitor endeavors to track the entire supply chain, from industrial clean energy projects and zero-emissions factories, to consumers buying electric cars and solar panels to charge them. While there has been a growing wave of new investment in solar and wind projects, as well as a burgeoning manufacturing footprint focused on making batteries, solar equipment, and other clean tech products, the reality is that much of the boom was fueled simply by people buying electric vehicles.

Indeed, retail made up the bulk of the spending tracked, with consumers alone investing $31.2 billion into zero-emission vehicles in the US in Q3, as people rushed to snap up EVs before Biden-era tax relief credits expired at the end of September. That means that zero-emission vehicles accounted for more than 40% of the record-breaking clean energy investment.

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However promising the latest results, the third-quarter overall figure might be a record that’s unlikely to be broken any time soon, as Axios pointed out, given that other signals on how the clean energy industry is faring seem suggest things are going in the other direction.

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Google opened at an all-time high

It’s a good day to be an AI stock. It’s an especially good day to be Google, which opened at a record high this morning of $304.39.

The stock is soaring on Nvidia’s stellar earnings report yesterday, which is helping quiet talk of an AI bubble that recently contributed to a sell-off in tech stocks. On top of that, Google released its latest AI model, Gemini 3, this week to strong reception from AI leaderboards, analysts, and consumers.

And even if we are in an AI bubble, Sundar Pichai, CEO of Google and its parent company, Alphabet, says the search giant will come out on top.

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Musk: xAI to build 500-megawatt data center in Saudi Arabia with Humain using Nvidia GPUs

Today in Washington, DC, Elon Musk announced that xAI is developing a 500-megawatt AI data center in Saudi Arabia in partnership with Humain — the country’s state-owned AI company — using Nvidia chips.

Competitors OpenAI and Anthropic are also turning to access the vast stores of capital available from Middle East investors to fund their colossal data center plans.

In an awkward moment, Musk briefly appeared confused if the deal was for 500 megawatts or 500 gigawatts, pausing only to have Nvidia CEO Jensen Huang jump in and confirm it was for 500 megawatts.

Laughing off the gaffe, Musk joked about the cost of such a large project, saying, “That’ll be eight bazillion trillion dollars.”

In an awkward moment, Musk briefly appeared confused if the deal was for 500 megawatts or 500 gigawatts, pausing only to have Nvidia CEO Jensen Huang jump in and confirm it was for 500 megawatts.

Laughing off the gaffe, Musk joked about the cost of such a large project, saying, “That’ll be eight bazillion trillion dollars.”

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