Energy transition is emerging as a new thematic bet for venture capital and private equity firms and investors look to back startups building across clean energy, grid infrastructure, batteries and industrial decarbonisation amid rising AI-led power demand. Indian venture funds such as Kae Capital, TDK Ventures, Theia Capital, Capital-A and private equity firm ValueQuest Investment Advisors are actively evaluating opportunities in the sector.

After losing out big on the global AI rally, Indian equities are regaining the attention of investors seeking to weather the latest market turbulence.

Energy transition is emerging as a new thematic bet for venture capital and private equity firms and investors look to back startups building across clean energy, grid…