Long Views

How Investors Can Avoid the Smart Grid Bubble This content requires a paid GigaOM Pro subscription

  • Friday, September 18, 2009

Smart-grid tech is heading for a second phase, and savvy investors should look beyond today's home energy management fever.

At the AlwaysOn Going Green conference this week executives from smart grid firms indicated that they've been watching a bubble growing dangerously large. But the smart-grid space is a big one — as large or larger than the Internet, by some estimates — and there are plenty of opportunities to go beyond today's over-subscribed sectors (like home energy management software) and find the next-generation of game changing applications.

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