It’s been doom and gloom galore for the EV sector of late.

Amid slower demand and federal policy changes deprioritizing electrification, the industry is shedding jobs and delaying or canceling projects. In fact, 2025 has seen more clean energy manufacturing investments canceled than announced—a stark change from just a few years ago, when the US was on the cusp of an EV and battery manufacturing boom.

But some industry analysts say that despite some very real pain in the short term, the future remains bright for zero-emissions vehicles. In the meantime, buckle up for a bumpy ride.

Loren McDonald, CEO and chief analyst at Chargeonomics, compared today’s EV market to the early days of cellular technology.

“What history has told us now is we were actually in the BlackBerry phase, and still are. The product is good, but it’s not compelling enough for average consumers,” he said. “We haven’t actually reached the phase with the product that’s more like the iPhone, where everybody goes, ‘Oh my God, I need to have an EV, it’s so much better than my gas car.’”

Keep reading here.—JG

The new EV market’s loss could be the used EV market’s gain.

On the new-vehicle side, the EV sector is preparing for a bumpy ride over the next few quarters as the market recalibrates following the loss of federal tax credits that shaved off up to $7,500 on new EV purchases. But industry analysts are optimistic about at least one aspect of electrification in the near term.

“When it comes to the used EV market, that is the thing: It is the bright spot of electrification,” Ivan Drury, Edmunds’ director of insights, told Tech Brew.

Flying off lots: Drury recently published an analysis of the Q3 used-vehicle market that highlighted EVs as a success story in otherwise challenging conditions.

Overall, affordability remains a nagging issue, with average transaction prices for three-year-old cars rising to $31,067 in Q3. Even as used vehicles sat on dealer lots longer than they did a year ago, EVs “bucked the trend” by selling in an average of 34 days.

That’s compared to an average of 40 days for hybrids, 41 days for diesel-powered vehicles, 43 days for gas cars, and 47 days for plug-in hybrids.

Keep reading here.—JG

There are myriad uncertainties in the economy right now—AI bubble fears, cryptic job numbers, tariff impacts—but the flow of money into data centers has not been one of them, at least so far.

Tech companies have continued to pour hundreds of billions of dollars into AI infrastructure at a steady clip in the form of new high-profile chip and data center deals.

As of their most recent earnings reports, companies like Microsoft, Google, and Meta have opted to spend more than ever on building out data centers. And Nvidia chips continue to fly off the shelves, per its earnings report last week; the company said data center revenue soared over analyst expectations with 66% YoY growth.

There is, of course, a certain circularity to some of these deals—chip companies investing in their customer AI companies or exchanging cloud contracts for funding. That’s fueled fears of an AI bubble, in which case many bets are likely off.

“In recent weeks, investors have seen a pickup in large partnership announcements across AI model developers, hyperscalers, and chip companies,” JPMorgan investment specialist Stephanie Aliaga wrote in an October note. “AI leaders are coordinating across the value chain in an attempt to ensure that supply keeps up with the speed of innovation.”

Keep reading here.—PK

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