We're proud to announce our investment in Atana Elements.
The world can't find lithium fast enough, so Atana pairs deep subsurface expertise with AI/ML to find and de-risk mineral deposits, turning a 5 to 10 year process into 22 months.
Learn more: https://t.co/lgUXVF8bcQ
One of the world's largest battery storage systems is now online, built from empty lot to operational in 12 months.
Overture portco @AntoraEnergy's Project Big Stone is delivering 24/7 power to @POET from 5 GWh of thermal storage,
Read more in Axios: https://t.co/bg05NX2H3p
Huge congrats to GridCARE on closing a $64M Series A led by @sutterhill and @johndoerr. We're proud to have backed this team from the beginning.
Power, not compute, is the AI constraint. GridCARE compresses grid interconnection from years to months.
https://t.co/sr7po8cFev
China controls 98% of the world's gallium and most of the germanium and silicon. America's critical minerals are not in the ground, they have already been dug up.
Learn how PHNX Materials is building a solids refinery to extract them from industrial waste in today's WSJ feature:
PHNX Materials aims to extract critical minerals from waste. Using “the whole buffalo—chopping every limb, every component and selling it” is what makes its technology economically viable, the CEO says. https://t.co/KOLH8Ve8uF
Today @Blue_Energy_Co and @GEVernova announced a 2.5 GW collaboration that pairs gas turbines with the BWRX-300 SMR.
AI demand cannot wait for clean baseload alone, and this pairing brings power online now while building toward decades of clean baseload. https://t.co/uI5e5z0heb
AI and manufacturing are putting unprecedented pressure on the grid. The fix is already on North American roads.
@MomentEnergy just closed a $40M Series B led by @EvokInnovations to turn used EV batteries into commercial scale storage.
Learn more: https://t.co/bZZNRh27AM
Today on Overture Insights, Governor Andy Beshear of Kentucky joined @OvertureVC's @shomikdutta and @ArcadiaPower's @KiranRaju to talk power demand, industrial reshoring, job creation and more.
Check out this convo and past sessions here: https://t.co/b9JDlPC2Ms
Tomorrow at 9am PT, Governor Andy Beshear joins us for The New Industrial Heartland, a special Overture Insights session.
Don't miss out: https://t.co/GQuoABgHNR
Nuclear is back. Data centers need power. Supply chains are coming home. Governor @AndyBeshearKY has spent six years building Kentucky into the state best positioned for all three.
He joins us for Overture Insights on 4/28.
Register here: https://t.co/GQuoABhfDp
The rare earth supply chain runs through China. We believe @RadifyMetals can change that.
Radify builds plasma reactors that process metal oxides into pure rare earth elements, cleanly and at scale.
More on why we invested by @ShomikDutta: https://t.co/KK35aCOWe2
Four portfolio companies on Fast Company's 2026 Most Innovative Companies list.
@Glacier took the #1 spot in Robotics and Engineering. @GridCARE, @HarbingerMotors, and @MomentEnergy also earned recognition.
Congratulations to all four teams!
Learn more: https://t.co/oPPE3XRwc6
The numbers speak for themselves. 81% revenue growth and 102% more customers in a single year.
Proud to back @XageSecurity as they scale identity-driven Zero Trust across some of the world's most critical infrastructure.
Congrats @xageinc!
Big momentum for Xage Security! We shared some exciting company news today that reflects a broader shift happening across cybersecurity as organizations modernize how they protect critical systems and AI infrastructure.
Over the past year, we’ve seen strong adoption of identity-driven Zero Trust across industries running some of the world’s most critical operations.
A few highlights from the announcement:
• 81% year-over-year revenue growth and 102% growth in customers
• Rapid adoption of Xage Extended Privileged Access Management (XPAM) and Zero Trust for AI
• Strategic partnerships expanding with NVIDIA, WWT, Optiv, LTM, SAIC, GDIT, and others
• Continued growth across manufacturing, energy, transportation, and defense sectors
Read the full announcement: https://t.co/1KmKxMFuZX
#Cybersecurity #ZeroTrust #Growth
A once in a generation energy buildout is underway. The teams winning it will have better information than everyone else.
That is what @HalcyonAI is building. Congrats to @Halcyon on closing a $21M Series A led by @EnergizeCapital!
Announcing our $21M Series A led by @EnergizeCapital
We're the AI platform for the energy professionals powering the world's biggest infrastructure buildout ⚡
Grateful to our customers, partners, and team.
Read the news: https://t.co/IoEEcZf8qP
AI runs on energy. Securing AI means securing the energy supply chain that powers it.
Portfolio company @XageInc and @NVIDIA have partnered to deliver Zero Trust security across AI factories and the critical energy infrastructure that powers them.
Read on to learn more.
AI is rapidly becoming part of critical infrastructure. The energy systems that power AI factories are now as essential as the compute itself.
At S4x26, Xage and @nvidia are demonstrating how Zero Trust security can be embedded directly across both AI environments and the energy infrastructure behind them.
Hyperscale AI factories depend on continuous, reliable power delivered through complex and highly distributed energy supply chains. Securing the data center alone is not enough. Protection must extend from AI workloads to operational technology, energy production, and across the full energy supply chain.
Running Xage on NVIDIA BlueField DPUs, the joint solution provides:
• Distributed, identity-based Zero Trust enforcement
• Line-rate Zero Trust at 400 Gbps throughput without impacting AI workloads
• Protection for cyber-physical energy and AI environments
• Identity-based access management and segmentation access across IT & OT
Xage currently protects approximately 60% of U.S. midstream pipeline infrastructure. Combined with NVIDIA accelerated computing, this architecture enables organizations to secure both AI factories and the infrastructure that powers them while maintaining performance and resilience at scale.
https://t.co/WpvQF26dLj
If you are at S4, visit the booth or the POC Pavilion to see a live demonstration.
#S4x26 #NVIDIA #ZeroTrust #AIInfrastructure #CriticalInfrastructure #AIFactory
Happening tomorrow.
Energy affordability and grid reliability are colliding fast.
Join Overture Insights at 2:30pm PT for a conversation with Governor JB Pritzker on how Illinois is building energy infrastructure that delivers.
Join us live: https://t.co/9GdbsXAm9w
As 2026 begins, grid demand and capital deployment are accelerating.
Join Overture Insights for a live conversation with Gov. JB Pritzker on how Illinois is leading on energy, grid reliability, and clean manufacturing.
📅 Thu 1/15, 2:30pm PT
🔗 https://t.co/9GdbsXAm9w
Clean energy founders master tech, capital and scale, but often miss the 4th pillar: government.
On The Green Blueprint, @LaraPierpoint talks with @ShomikDutta of Overture about why founders must get a seat at the government table.
Listen here: https://t.co/0h0ZNLU0OP
1/ At Overture, we know early-stage investing takes more than capital. Founders need seasoned guides who’ve built, scaled, and governed at the highest levels.
We’re proud to announce two new Venture Partners and five new Advisors joining Overture 👇