TDK Ventures’ Insights

David Delfassy (Investment Director) & Joshua Rubnitz (Investment Analyst) | TDK Ventures Introduction At TDK Ventures, a key tenet of our mission is to invest in technologies that accelerate the global energy transformation, fostering innovations that deliver sustainable, scalable solutions to humanity’s grand challenges. Rodatherm’s pioneering next-generation geothermal system represents a breakthrough in this pursuit, offering firm, […]

Ankur Saxena (Investment Director) | TDK Ventures Introduction Beyond a doubt, we are living in the age of digital transformation. Cars are beginning to self-drive, drones chart their own paths through winding landscapes and gusting wind, factories monitor themselves, and robots are advancing to work alongside human beings. While the creative software, computers, algorithms, and […]

Siddharth Mehta, TDK Ventures The Industrial Landscape and the Prevalence of Mechanical Breakdowns Processing plants are a backbone of global industry, converting raw materials into finished products through intricate machinery systems. Success of these plants is, naturally, very dependent on the efficiency and reliability of their unimpeded operation. Unfortunately, mechanical breakdowns represent a very real, […]

Introduction Ravi Jain, Investment Director, TDK Ventures At TDK Ventures, our mission of backing breakthrough technologies that meaningfully reduce greenhouse gas (GHG) emissions has been underway since we began investing six years ago. Transportation and mobility remain among the largest contributors to GHG emissions, so we’ve been actively seeking partners that can help decarbonize this […]

Marc Bouchet (Senior Investment Associate), TDK Ventures The power crunch is upon us AI is power hungry. Datacenters are being built at breakneck speed in an unprecedented multi-hundred-billion-dollar buildout cycle to train and run AI models. Their raw power draw is staggering — racks that once used a few kilowatts are now trending towards megawatts […]

David Delfassy and Joshua Rubnitz | TDK Ventures Deploying Clean Hydrogen Across Industries Remains a Formidable Challenge Though hydrogen is popularly viewed as an alternative fuel or chemical feedstock that promises lower carbon emissions than conventional technologies, it is currently a widely-used, highly polluting chemical. Hydrogen production emits around 1 gigaton of CO2 annually — around […]

Marc Bouchet (Senior Investment Associate), TDK Ventures Heavy Industry is Hard on Humans Heavy industry faces a trifecta of challenges that have persisted for decades: labor shortages, operational inefficiencies, and hazardous working conditions. These challenges stem from the inherently demanding nature of industrial environments, where jobs can quite readily be categorized as dull, dirty, and […]

This is the inside story of conviction and pivots, why Groq’s LPU + GroqCloud stack now points to a capital-efficient path to scaled inference, and what we’re watching next.

The India Deeptech Report 2025, jointly developed by TDK Ventures and Kae Capital, captures the pulse of India’s deeptech ecosystem from the founder’s perspective. It maps the opportunities, challenges, and breakthroughs shaping this rapidly evolving landscape, offering insights into key sectors, policy and funding frameworks, and visionary founders building globally competitive companies at the intersection […]

We’ve closely tracked the evolution of U.S. federal legislation in 2025 and its wide-reaching implications across the cleantech landscape — from critical minerals to grid storage and hydrogen at TDK Ventures. The passage of the “One Big Beautiful Bill” (OBBB) has provided long-awaited clarity on several fronts. While the legislation includes cuts that will be felt across the energy transition, it also preserves — and in some cases expands — support for key segments of the ecosystem.

Chiplet concept represents a groundbreaking shift in semiconductor IC design, offering advantages that cater to the evolving demands of the technology industry.

The world is at a critical juncture in its fight against climate change. Addressing this challenge will require a multi-faceted approach, combining sweeping emissions reductions with negative emissions activities.

TDK Ventures invested in Glimpse in March 2025 (press release here) A successful energy transformation will require a prevalence of battery storage, which is critical for mobility and grid resiliency. Data from BNEF’s Lithium-Ion Batteries: State of the Industry, 2024 report, underscores this reliance. Mobility battery demand has grown from 185 GWh in 2020 to 1,006 GWh in 2024 and […]

Introduction In summer 2024, TDK Ventures discussed that 40% of energy consumption in data centers comes from cooling power-hungry advanced computing chips [1]. The trends we highlighted continue to persist. The energy consumption of US data centers alone is expected to increase as much as 10% in the next few years and more than double […]

TDK Ventures and 6Pages explore the critical question of long-term CVC sustainability through an insider's lens, offering candid insights into building resilient corporate venture programs that prioritize founders, balance strategic and financial objectives, and think beyond short-term market dynamics.

At TDK Ventures, we’re continually looking ahead to see what market shifts will impact our portfolio and investment theses. There’s no doubt that the coming election race will represent a major shift with far-reaching implications.

Rate cuts are coming At TDK Ventures, we’ve been talking internally about how the Fed’s meeting next week is likely to be an inflection point. Next Wednesday, after two and a half years in this rate-hike cycle, we’ll find out whether we’re on the descent side of the mountain. Given that Fed chair Jay Powell […]

Introduction In recent years, the electric-vehicle (EV) industry has witnessed a remarkable evolution, a testament to human ingenuity, and the relentless pursuit of sustainability. Companies like Tesla and Rivian have not just entered the market, they have catapulted EVs into the mainstream, transforming our very notion of transportation. These vehicles, once the preserve of early […]

▶️ September 2025 update: An Insider Investor View on Groq   Why We Invested In Groq Our decision to invest in Groq in 2020 was driven by our unwavering confidence in the potential of the AI computing market, its environmental implications, and the demand for high-performance, energy-efficient solutions. This foresight has proven to be a […]

Challenges of Agriculture in the Modern World Human society and progress owes its very origins to the science and art of agriculture. More than 10,000 years ago, the ability to successfully grow crops and raise livestock paved the way for humans to give up their nomadic roots and build permanent settlements. Surplus production supported previously […]

Overview The mission of TDK Ventures is to accelerate technologies and empower entrepreneurs, whose ideas will synergistically further productivity, sustainability, and social responsibility globally. Such hard-tech problems require hard-tech solutions, and as such many of the startups we support are tackling the fundamental scientific challenges that are pervasive to not just one application but could […]

“The State of Venture and CVCs: Taking stock of the past 18 months,” a collaborative research report conducted by TDK Ventures and 6Pages, explores the behavior and performance of corporate venture capital (CVC) in contrast to traditional venture capital (VC) over the challenging past 18 months.