🏗️💸 $38B Powers AI Infrastructure

Oracle Deal Breaks Financing Records

Author

Brian Hubbard
October 28, 2025

Dear Friend,

As October 2025 comes to an end, data centers dominate with historic infrastructure deals. Wall Street banks prepare a record $38 billion debt package for Oracle's Texas and Wisconsin AI data centers in the largest infrastructure financing deal in AI history, while Meta and Blue Owl Capital launch a $27 billion joint venture for Louisiana's AI data center alongside a mega-consortium poised to complete the world's largest data center acquisition of Aligned Data Centers, and Applied Digital lands a monster $5 billion, 15-year lease for 200MW of AI computing power in North Dakota with an unnamed U.S. hyperscaler, tripling its total capacity to 600MW.

Mobility advances autonomous systems and electric transportation globally, with Uber and Nebius committing up to $375 million to Avride to deploy 500 robotaxis on Uber's platform in Dallas by late 2025, while Spiro secures Africa's largest-ever two-wheel e-mobility round of $100 million to deploy 100,000 electric motorbikes and a battery-swap network across the continent, and May Mobility partners with Southeast Asian super-app Grab to bring self-driving vehicles to the region using localized AI and mapping.

Energy transition witnesses convergence between tech giants and renewable infrastructure—French energy giant Engie expands its partnership with Meta through a new 600MW Texas solar project, pushing their total U.S. renewable capacity past 1.3GW, while Tesla co-founder JB Straubel's Redwood Materials raises $350 million led by Eclipse Ventures with Nvidia backing to scale U.S.-made battery storage specifically for AI data centers, and Energy Vault acquires a 150MW/300MWh Texas battery storage project from Shell's Savion under its new Asset Vault platform targeting Q1 2027 operations.

Physical AI experiences substantial funding momentum with over $460 million in disclosed investments, led by Chinese humanoid robot maker Leju Robotics securing $210 million in a pre-IPO round backed by state investors ahead of its public listing, while Nauticus Robotics lands a $250 million equity facility to pursue acquisitions and enter deep-sea rare earth mineral exploration, and Ondas Holdings grabs a controlling stake in Israeli AI demining specialist 4M Defense, whose satellite-and-drone intelligence platform clears landmines four times faster than traditional methods.

Stay sharp,

Vitaly Golomb
Managing Partner
Mavka Capital

Data Centers

1. Meta and Blue Owl Capital Launch $27B Joint Venture for AI Data Center in Louisiana
Mega-consortium including Microsoft, Nvidia, and xAI set to complete the world's largest data center acquisition—Aligned Data Centers—in the biggest industry deal ever recorded.

2. Record $38B Debt Offering Set to Fund Oracle-tied Data Centers
Wall Street banks prepare historic $38 billion debt package for Oracle's Texas and Wisconsin AI data centers—the largest infrastructure financing deal in AI history.

3. Applied Digital Signs $5B, 15-year AI Factory Lease with Unnamed U.S. Hyperscaler
Applied Digital lands monster $5 billion lease for 200MW of AI computing power in North Dakota, tripling total capacity to 600MW with mystery hyperscaler client.

4.  BentallGreenOak Secures $260M for US Data Center Development
Real estate giant BentallGreenOak raises $260 million to expand next-gen compute and colocation facilities across the U.S. 

5.  Oracle, OpenAI, and Vantage Data Centers to Build $15B+ Lighthouse Facility in Wisconsin
Oracle and OpenAI team up for $15+ billion Wisconsin data center project, while Meta separately commits $1.5 billion for Texas facility with 1GW capacity launching in 2028.

6.  Sanmina Completes $3B Acquisition of ZT Systems Manufacturing Unit
Sanmina closes $3 billion acquisition of ZT Systems' data center manufacturing arm from AMD, bolstering its position in cloud and AI infrastructure supply chains.

7. Crusoe Raises $1.4B at $10B Valuation
AI data center innovator Crusoe Energy Systems rockets past $10 billion valuation with $1.4 billion Series E, backing its energy-efficient computing infrastructure.

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Mobility

1. Uber & Nebius Commit Up to $375M to Avride Robotaxi
Uber and Nebius pour $375 million into Avride to deploy 500 robotaxis on Uber's platform in Dallas by late 2025; a major autonomous vehicle integration play.

2.  Spiro Raises $100M to Scale Electric Motorbike Expansion in Africa
Electric motorbike startup Spiro secures Africa's largest-ever two-wheel e-mobility round—$100 million—to deploy 100,000 e-bikes and battery-swap network across the continent.

3.  May Mobility Partners With Grab for Autonomous Vehicle Expansion in Southeast Asia
Autonomous vehicle specialist May Mobility partners with Southeast Asian super-app Grab to bring self-driving vehicles to the region using localized AI and mapping.

4. Delta, Korean Air, and Air France-KLM Complete $550M Investment in WestJet
Aviation alliance finalizes $550 million investment for 25% stake in Canada's WestJet, with Delta, Korean Air, and Air France-KLM strengthening North American network.

Energy Transition

1. Redwood Materials Secures $350M Series E Funding 
Tesla co-founder JB Straubel's Redwood Materials raises $350 million led by Eclipse Ventures (with Nvidia backing) to scale U.S.-made battery storage for AI data centers.

2. Recurrent Energy Closes $825M in Project Financing
Canadian Solar subsidiary Recurrent Energy secures $825 million for Arizona energy projects, including 150MW/600MWh Desert Bloom Storage facility.

3. Engie and Meta Expand Partnership with $900M Texas Solar Project
French energy giant Engie and Meta expand power partnership with new 600MW Texas solar project, pushing their total U.S. renewable capacity past 1.3GW.

4. Apple Signs 138MW PPA with Engie in Italy 
Apple inks 138MW renewable energy deal with Engie in Italy, supporting four new renewable projects and wind farm upgrades for clean power.

5. Energy Vault Acquires 150MW Texas Battery Project for $350M+ Revenue Potential 
Energy Vault scoops up 150MW/300MWh Texas battery storage project from Shell's Savion in first deal under new Asset Vault platform, targeting Q1 2027 operations.

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Physical AI

1. Ondas Acquires Controlling Interest in 4M Defense for Smart Demining
Ondas Holdings grabs controlling stake in Israeli AI demining specialist 4M Defense, whose satellite-and-drone intelligence platform clears landmines 4x faster than traditional methods.

2.  Nauticus Robotics Secures $250M Equity Facility
Autonomous subsea robotics innovator Nauticus Robotics lands $250 million equity line to pursue acquisitions and enter deep-sea rare earth mineral exploration market.

3. Leju Robotics Raises $210M Pre-IPO Round
Chinese humanoid robot maker Leju Robotics secures $210 million pre-IPO round led by state-backed investors, gearing up for public listing and production scaling.

4. Augmentus Secures Strategic Investment from Applied Ventures
Singapore's Augmentus lands strategic backing from Applied Materials' VC arm for its no-code robotics platform that deploys adaptive industrial robots in minutes instead of days.

Information provided by Mavka Capital. Securities are offered through Finalis Securities LLC, a member of FINRA/SIPC. Mavka Capital and Finalis Securities LLC are separate, unaffiliated entities. The information contained in this message does not constitute legal advice and should not be considered an offer to purchase or a solicitation to sell securities or any other financial instruments; it is for informational purposes only.