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Climate change has the odd effect of making many of us inordinately excited about appliances we never used to care about. Suddenly, all the background machines, which have up to now been unconsciously powering our lives, have taken on outsized importance. Some of them have the potential to provide the essential services we depend on while, at the same time, not destroying our planet like the fossil fuel powered machines of the 19th and 20th centuries.

Ductless heat pumps are a prime example. In the past, many of us used gas furnaces and boilers to heat our homes and burned fuels that emitted copious amounts of CO2 in the process. Now, with the magical heat pump, we have access to efficient electric technologies for heating and cooling that can be powered entirely by renewable energy, and thus be carbon neutral.

Photo courtesy of The Heat Pump Store

Brief History and Growth of Ductless Heat Pumps

Ductless heat pumps (DHPs) were developed in Japan after World War 2. They were invented and perfected on an island that doesn’t have easy access to fossil fuels, and so they are the ideal heating/cooling system for our modern world given they don’t rely on combustion and are also incredibly efficient.

They condition 90% of Japanese homes, and worldwide their usage is growing like crazy, with an expected doubling of heat pump sales in the next five years. In the UK, sales are projected to increase 20 fold, and in the US, some areas are seeing sales growth north of 40% every year.

My family has used ductless heat pumps for our heating and cooling since 2012 when we bought our house. The gas furnace that came with our house was old, and we made the decision to replace it with new ductless heat pumps. (A major perk is that mounting the units on the wall saved valuable floor space in the garage, formerly dedicated to the gas furnace, which we converted into an apartment). We had seen them used in Europe and figured, even 9 years ago when the electrification movement was in its infancy, that heating with efficient electricity would allow us to reduce our carbon emissions with the solar panels we planned to install on our roof. 

Photo from Joe Wachunas

What is Ductless?

But what is a Ductless Heat Pump (a.k.a. mini-split)? Basically, it is a heating/cooling system that is different from a traditional furnace in several ways:

1. DHPs don’t have air ducts. Rather than forcing hot air through potentially leaky ducts, ductless systems place an indoor device on a wall and an outdoor unit (similar to a typical AC unit) which provides heating and cooling. This means no air escapes through leaky ducts, creating more efficient conditioning. 

Indoor unit. Photo Courtesy of The Heat Pump Store.

2. DHPs don’t burn things. Ductless heat pumps use electricity to provide heating and cooling. Electricity is rapidly moving towards being fully renewable and thus will soon produce zero emissions (the Biden administration set a goal of 2035 for example).

3. DHPs are like refrigerators in reverse. Instead of burning fuel, ductless heat pumps create heating and cooling through refrigeration. This means they capture heat from outside (even when it’s cold) and move it into your house, and vice versa for cooling. It’s pretty magical. The refrigerants used by DHPs can be potent greenhouse gases themselves, but luckily the world is moving quickly to using better, more environmentally friendly refrigerants (check out this website for a new type of refrigerant called R32).

Refrigerant lines from ductless heat pumps. Photo courtesy of The Heat Pump Store.

4. DHPs are incredibly efficient. This is because a) no air leaks through ducts b) they heat the room they are in (rather than the whole house), c) moving heat is vastly more efficient than creating it, and d) they use inverter systems (see below). As a result, they typically use three times less energy than old electric resistance heaters and six times less than gas. 

Demystifying a couple DHP terms 

Speaking of efficiency, let’s demystify a couple of terms associated with ductless heat pumps.

SEER — SEER is a number that measures how well a technology provides cooling. The higher the number, the more efficient the unit. Most new air conditioners have a SEER between 13 and 21, but ductless can often see a SEER over 30, which gives you an idea of how efficient they are. If you’re in a warm climate, SEER is especially important.

HSPF — HSPF stands for Heating Season Performance Factor and complements the SEER rating in that it measures how efficiently a heat pump heats a space. The minimum required HSPF rating in the US is 7.7. An 8.5 score is considered good, and over 10 is excellent. If you’re in a cooler climate, where the predominant energy use is for heating, HSPF is most important.

Example of SEER and HSPF ratings

I interviewed Tim Sharp, from the Heat Pump Store here in Oregon, which has installed thousands of ductless heat pumps over the last decade. He said that you’ll want your DHP to be most efficient in heating if you’re in a cold climate, and cooling if you’re in a warm climate. People in the northern US should probably focus on HSPF, while in the southern US, people should focus on SEER. Tim also said that investing in a DHP with higher scores will be more expensive up front, but the additional cost usually pays for itself over time through energy savings.

Ductless Heat Pumps in Cold weather

I also learned from Tim that DHPs were originally developed to provide only cooling (like a refrigerator), yet they have “constantly gotten better for heating purposes in almost every environment.” If you’re in a cold climate, you probably want to think about the “extended capacity” models, which are able to provide more heating. According to Tim, they don’t cost significantly more and offer more BTUs per hour output. Read more on how to use heat pumps in cold climates here

Ductless vs. Ducted

If you have existing ductwork in a space, you may consider a different approach when transitioning to heat pumps.  Not all heat pumps are ductless. You can get central heat pumps that work with a typical central AC system, and provide heating that blows that hot air through ducts. These central heat pumps are not much more expensive than central air conditioning, and many people think that swapping out every central AC system for a ducted heat pump is an important strategy to quickly get us off natural gas and reduce carbon emissions.

Ductless, on the other hand, is a no-brainer when you’re adding heating or cooling to a room without any ductwork. And DHPs also offer greater efficiency as well as economic and environmental advantages over a central ducted heating system. In addition to the efficiencies mentioned above, ductless heat pumps use inverter technology, which means they run at variable speeds. Tim from the Heat Pump Store compares this to starting your car at a red light. Inverters slowly rev the engine when starting and stopping, while typical central AC systems gun it and brake hard, meaning they are much less efficient. All DHPs use inverter technology, while virtually all conventional (ducted) heat pumps don’t, meaning DHPs are much more efficient. 

My family chose ductless heat pumps in our house, rather than a whole house heat pump, even though we had existing ductwork from our old gas furnace because of the increased efficiency. 

Photo courtesy of The Heat Pump Store

Humidity and air quality

Though ductless heat pumps help to dehumidify a room, it is not their primary purpose. In places with humidity problems, a separate dehumidifier may still be necessary. Similarly, DHPs have built in air filters, but can’t generally filter air to the extent that ducted systems do with high rated MERV filters. Tim from The Heat Pump Store said that air filtering is considered a separate system, from heating/cooling, in places where heat pumps are most prevalent, and people typically buy another device for air filtration. 

Brands

There are four leading brands of ductless heat pumps: Mitsubishi, Fujitsu, LG, and Daikin. Most of the top brands are Japanese, given they first developed the technology. This NY Times article has some solid reviews on each of these four brands.

Choosing a contractor

Finding a good installer is important. Many contractors may try to talk you out of electric heating and cooling (and into gas). Plus, you’ll want someone to help you correctly size a system for your needs. That means someone with lots of experience in ductless heat pump systems as well as a good reputation and reviews. Getting three bids is always a solid strategy. One pro tip is to look on a manufacturer’s page for contractors in your area that are certified to install their product.

Photo Courtesy of The Heat Pump Store

Cost and Aesthetics

As Tim told me in our interview, ductless heat pumps aren’t a panacea. Any technology has its downsides. As my wife points out, the indoor equipment that sits high on your wall takes up space and isn’t the most beautiful thing in the world. Ductless Heat Pumps can also be expensive. A system with a single indoor unit can run $3,000–$5,000, but if you’re putting multiple “heads” throughout your house, costs can quickly go over $10,000. 

Yet, for me, after 9 years of heating and cooling our house with ductless heat pumps, and with the climate emergency we find ourselves in, any drawbacks to ductless heat pumps are vastly outweighed by their immense benefits. Heat pumps are the heating and cooling technology for this era of climate change, and ductless heat pumps are the most efficient versions of this technology. They allow us to get off fossil fuels and efficiently heat and cool, in any climate, with clean electricity.

Learn more and do a deep dive into Ductless Heat Pumps with Tim from the Heat Pump Store in a recent webinar I hosted with Electrify Now, and let us know about your thoughts and experiences with ductless heat pumps in the comments below!

Photo courtesy of The Heat Pump Store

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IONNA and Casey’s to bring more fast charging to the US Midwest

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IONNA and Casey’s to bring more fast charging to the US Midwest

Charging network IONNA is partnering with Casey’s, one of the US’s largest convenience store and pizza chains, to bring DC fast charging to EV drivers across the Midwest.

Starting this year, Casey’s customers can plug into IONNA’s 400 kW charging stations while grabbing a slice or stocking up on road-trip essentials. Eight “Rechargeries” are already under construction in six states and are expected to open in 2025:

  • Little Rock, Arkansas
  • Vernon Hills, Illinois
  • McHenry, Illinois
  • Terre Haute, Indiana
  • Parkville, Missouri
  • Kearney, Missouri
  • Blackwell, Oklahoma
  • Waco, Texas

The Casey’s deal pushes IONNA past 900 charging bays in construction or operation — more than double what it had just three months ago. IONNA says the partnership will “expand,” but doesn’t provide specifics.

“This partnership with Casey’s is key to expanding our presence in America’s heartland,” said IONNA CEO Seth Cutler. “With a shared respect and commitment to delivering quality customer experience, we are pleased to add Casey’s to our growing network of partners.”

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IONNA is a joint venture backed by eight of the world’s biggest automakers – BMW, General Motors, Honda, Hyundai, Kia, Mercedes-Benz, Stellantis, and Toyota – working to rapidly scale a DC fast-charging network in the US.

Read more: Wawa is getting ultra-fast EV chargers from IONNA


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Google and Anthropic announce cloud deal worth tens of billions of dollars

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Google and Anthropic announce cloud deal worth tens of billions of dollars

Google, Anthropic agree to cloud deal worth tens of billions of dollars

Anthropic and Google officially announced their cloud partnership Thursday, a deal that gives the artificial intelligence company access to up to one million of Google’s custom-designed Tensor Processing Units, or TPUs.

The deal, which is worth tens of billions of dollars, is the company’s largest TPU commitment yet and is expected to bring well over a gigawatt of AI compute capacity online in 2026.

Industry estimates peg the cost of a 1-gigawatt data center at around $50 billion, with roughly $35 billion of that typically allocated to chips.

While competitors tout even loftier projections — OpenAI’s 33-gigawatt “Stargate” chief among them — Anthropic’s move is a quiet power play rooted in execution, not spectacle.

Founded by former OpenAI researchers, the company has deliberately adopted a slower, steadier ethos, one that is efficient, diversified, and laser-focused on the enterprise market.

Anthropic launches Claude Sonnet 4.5, its latest AI model

A key to Anthropic’s infrastructure strategy is its multi-cloud architecture.

The company’s Claude family of language models runs across Google’s TPUs, Amazon’s custom Trainium chips, and Nvidia’s GPUs, with each platform assigned to specialized workloads like training, inference, and research.

Google said the TPUs offer Anthropic “strong price-performance and efficiency.”

“Anthropic and Google have a longstanding partnership and this latest expansion will help us continue to grow the compute we need to define the frontier of AI,” said Anthropic CFO Krishna Rao in a release.

Anthropic’s ability to spread workloads across vendors lets it fine-tune for price, performance, and power constraints.

According to a person familiar with the company’s infrastructure strategy, every dollar of compute stretches further under this model than those locked into single-vendor architectures.

Google, for its part, is leaning into the partnership.

“Anthropic’s choice to significantly expand its usage of TPUs reflects the strong price-performance and efficiency its teams have seen with TPUs for several years,” said Google Cloud CEO Thomas Kurian in a release, touting the company’s seventh-generation “Ironwood” accelerator as part of a maturing portfolio.

Anthropic takes a page from Palantir as AI battle with OpenAI goes global

Claude’s breakneck revenue growth

Anthropic’s escalating compute demand reflects its explosive business growth.

The company’s annual revenue run rate is now approaching $7 billion, and Claude powers more than 300,000 businesses — a staggering 300× increase over the past two years. The number of large customers, each contributing more than $100,000 in run-rate revenue, has grown nearly sevenfold in the past year.

Claude Code, the company’s agentic coding assistant, generated $500 million in annualized revenue within just two months of launch, which Anthropic claims makes it the “fastest-growing product” in history.

While Google is powering Anthropic’s next phase of compute expansion, Amazon remains its most deeply embedded partner.

The retail and cloud giant has invested $8 billion in Anthropic to date, more than double Google’s confirmed $3 billion in equity.

Still, AWS is considered Anthropic’s chief cloud provider, making its influence structural and not just financial.

Its custom-built supercomputer for Claude, known as Project Rainier, runs on Amazon’s Trainium 2 chips. That shift matters not just for speed, but for cost: Trainium avoids the premium margins of other chips, enabling more compute per dollar spent.

AWS outage ripples across internet, puts pressure on Amazon ahead of earnings

Wall Street is already seeing results.

Rothschild & Co Redburn analyst Alex Haissl estimated that Anthropic added one to two percentage points to AWS’s growth in last year’s fourth quarter and this year’s first, with its contribution expected to exceed five points in the second half of 2025.

Wedbush’s Scott Devitt previously told CNBC that once Claude becomes a default tool for enterprise developers, that usage flows directly into AWS revenue — a dynamic he believes will drive AWS growth for “many, many years.”

Google, meanwhile, continues to play a pivotal role. In January, the company agreed to a new $1 billion investment in Anthropic, adding to its previous $2 billion and 10% equity stake.

Critically, Anthropic’s multicloud approach proved resilient during Monday’s AWS outage, which did not impact Claude thanks to its diversified architecture.

Still, Anthropic isn’t playing favorites. The company maintains control over model weights, pricing, and customer data — and has no exclusivity with any cloud provider. That neutral stance could prove key as competition among hyperscalers intensifies.

WATCH: Anthropic’s Mike Krieger on new model release and the race to build real-world AI agents

Anthropic’s Mike Krieger on new model release and the race to build real-world AI agents

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JB Straubel’s Redwood snags $350M to deploy more US-made battery storage

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JB Straubel’s Redwood snags 0M to deploy more US-made battery storage

Redwood Materials, founded by former Tesla CTO and cofounder JB Straubel, has raised $350 million in new funding to scale its US-made battery storage systems and critical materials operations. The company is ramping up to meet surging demand from AI data centers and the clean energy sector.

The oversubscribed Series E round was led by Eclipse, with participation from NVentures, NVIDIA’s venture capital arm, and other new strategic investors.

As global supplies tighten, the US is racing to secure domestic production of critical materials like lithium, nickel, cobalt, and copper. In July, Redwood and GM signed a non-binding memorandum of understanding to turn new and second-life GM batteries into energy storage systems. Redwood launched a new venture in June called Redwood Energy that repurposes both new and used EV battery packs into fast and cost-effective energy storage systems.

Redwood says large-scale battery storage is the fastest and most scalable way to enable new AI data center rollout while unlocking stranded generation capacity and stabilizing the grid. Battery storage also helps industrial facilities electrify and balance renewable energy output. The company aims to deliver a new generation of affordable, US-built energy storage systems designed to serve the grid, heavy industry, and AI data centers, reducing dependence on imported Lithium Iron Phosphate batteries.

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Redwood will use the new capital to expand energy storage deployments, refining and materials production capacity, and its engineering and operations teams.

Read more: Redwood is repurposing GM’s EV batteries into energy storage


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Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

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