Climate tech investors eye AI energy, grid in 2026; nuclear deal hits $6B

Investment managers focused on climate technology plan to lift allocations in 2026 as financing costs ease and regulatory guidance firms up, while emphasizing profitability. AI-driven power demand and grid upgrades stand out, with US grid spending at $115 billion in 2025 and projected above $128 billion within two years. Nuclear draws mixed views despite a more than $6 billion fusion tie-up announced in December; alternative proteins face steep funding declines.