Clara Hudson

It's really interesting because the outlook for the solar industry is maybe a lot more complex than you might think.

So the Trump administration has criticized it and cut subsidies, but then it seems like

Big business still thinks this is an energy source that they need to be investing in.

And that is in part because it's relatively inexpensive and quick to get up and running.

Essentially, any company that has a pledge to use lower carbon energy sources might consider solar.

So there are definitely environmental reasons.

But it's also important for a business to diversify where it's going to get its energy from and to have a mix of sources.

In terms of which companies in particular are investing in solar, big tech companies like Meta and Google made some solar announcements last year.

But even in the fashion industry, Tapestry, which owns Coach and Kate Spade,

just made an announcement about some solar project developments too.

It's a really big part of the picture.

So tech companies in particular need to have a broad energy strategy for how they're going to power the growing demands of AI.

And they really need everything that they can get, including solar.

And this is a really developing area at the moment.

So Google has even said that it's planning to use solar power from satellites in space to power AI in the future.

Yeah, the industry has definitely been rocky.

And I think the rhetoric around solar is that it's a tough industry to navigate right now.

And some companies have really been struggling.

Some have filed for bankruptcy or announced that they're shutting down.

And they're pointing to the new policy environment in the US as the reason for that.