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- 💻🏢 $40B Data Center Megadeal
💻🏢 $40B Data Center Megadeal
BlackRock Eyes AI Infrastructure Giant
Dear Friend,
As early October 2025 unfolds, data centers witness unprecedented consolidation with BlackRock's Global Infrastructure Partners pursuing a massive $40 billion acquisition of AI infrastructure leader Aligned, while CoreWeave secures a historic $14.2 billion partnership with Meta through 2031 for NVIDIA's latest GB300 systems, and European private capital targets €17 billion in continental data center investments driven by AI demand.
Mobility accelerates with strategic manufacturing expansion—Stellantis commits $10 billion to U.S. production facilities across Illinois and Michigan, signaling renewed American manufacturing focus, while Toyota unleashes a dual-pronged $1.5 billion startup investment strategy targeting early-stage Japanese ventures ($670 million) and mature global AI/climate tech companies ($800 million). Autonomous systems gain momentum as Swedish trucking unicorn Einride crosses the billion-dollar valuation milestone with a $100 million raise backed by EQT Ventures, and Gatik partners with Canada's Loblaw to deploy 50 self-driving trucks across Toronto in the country's largest retail autonomous fleet.
Energy transition leads with institutional capital deployment as Ares Management drops $2.9 billion on a diversified U.S. renewable energy portfolio through EDPR assets, while Bimergen Energy secures $50 million to develop 2 gigawatts of utility-scale battery storage capacity through 2027. Strategic consolidation accelerates with French investment firm Ardian capturing Irish utility giant Energia Group for $2.9 billion, and nuclear renaissance gains traction as Mirion Technologies acquires Paragon Energy Solutions for $585 million to capitalize on the small modular reactor opportunity.
Physical AI experiences transformative partnerships and record funding—OpenAI and AMD forge a groundbreaking multi-billion dollar compute partnership providing 6 gigawatts of capacity starting 2026, including warrants for OpenAI to acquire up to 10% of AMD. Strategic acquisitions dominate as Meta snaps up $2 billion-valued RISC-V chip startup Rivos to reduce external chip dependence, while venture funding reaches new heights with AI lab automation startup Periodic Labs securing a record $300 million seed round led by Andreessen Horowitz, and UK's Nscale raises a massive $433 million pre-Series C with backing from NVIDIA, Nokia, and Dell to reach $1.7 billion in total funding.
Stay sharp,
Vitaly Golomb |  |
Data Centers
1. BlackRock's GIP Eyes $40B Mega-Deal for AI Data Center Giant Aligned
Global Infrastructure Partners pursues one of largest data center acquisitions ever, targeting Macquarie-backed AI infrastructure leader.
2. Centersquare Completes $1B Data Center Shopping Spree Across North America
Brookfield-owned company acquires ten facilities, expanding portfolio to 80 data centers with enhanced AI workload capacity.
3. CoreWeave Inks Historic $14.2B Meta Partnership Through 2031
Massive computing power agreement provides Meta access to NVIDIA's latest GB300 systems in unprecedented AI infrastructure commitment.
4. European Private Capital Targets €17B Data Center Investment Bonanza
Continental investment surge driven by AI boom creates unprecedented demand for digital infrastructure across Europe.
5. PG&E Unveils Monster $73B Spending Plan for Data Center Power Surge
Utility's comprehensive transmission upgrade strategy through 2030 represents largest infrastructure investment targeting data center demand.
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Mobility
1. Stellantis Doubles Down on America with $10B Investment Blitz
Auto giant Stellantis announces massive $10 billion U.S. manufacturing expansion across Illinois and Michigan, signaling renewed commitment to American production.
2. Toyota Unleashes $1.5B Startup War Chest Across All Growth Stages
Japanese automaker launches dual-pronged investment strategy targeting both early-stage Japanese startups ($670M) and mature AI/climate tech companies ($800M) globally.
3. Swedish Trucking Unicorn Einride Hauls in $100M for Robot Fleet Expansion
Autonomous freight startup crosses billion-dollar valuation milestone with backing from EQT Ventures and quantum computing firm IonQ.
4. Gatik and Canada's Loblaw Supersize Autonomous Grocery Fleet Deal
Partnership scales to 50 self-driving trucks across Toronto area, marking largest retail autonomous deployment in Canada.
5. Indian Ride-Hailing Unicorn Rapido Doubles Valuation to $2.3B
Stake sale by Swiggy to Prosus and WestBridge Capital propels Uber competitor to new heights in India's mobility market.
6. Tesla Co-Founder Backs Telo's Compact Electric Truck Dream with $20M
Marc Tarpenning joins Series A round alongside designer Yves Béhar and Salesforce's Marc Benioff for mini pickup truck startup.
7. Former Moxion Power Team Launches Anode with $9M for Mobile Energy Storage
New venture targets EV charging and construction sites with AI-powered mobile battery systems, backed by Eclipse Ventures.
Energy Transition
1. Ares Management Drops $2.9B on Massive U.S. Renewable Energy Portfolio
Investment giant acquires 49% stake in diversified EDPR renewable assets, signaling institutional capital's renewable energy appetite.
2. Bimergen Energy Charges Up with $50M for 2GW Battery Storage Expansion
Capital commitment targets utility-scale battery development across America through 2027, addressing grid storage needs.
3. Mirion Technologies Acquires Nuclear Power Supplier for $585M
Radiation detection leader scoops up Paragon Energy Solutions to capitalize on nuclear energy renaissance including SMRs.
4. French Investment Firm Ardian Captures Irish Utility Giant for $2.9B
Energia Group acquisition from I Squared Capital represents major European utility consolidation play.
Physical AI
1. OpenAI and AMD Forge Multi-Billion Dollar Compute Partnership with Equity Twist
Groundbreaking 6-gigawatt capacity deal starting 2026 includes warrant for OpenAI to acquire up to 10% AMD stake.
2. Meta Snaps Up RISC-V Chip Startup Rivos for In-House Silicon Push
Social media giant acquires $2B-valued semiconductor startup to reduce dependence on external chip suppliers.
3. AI Lab Automation Startup Periodic Labs Rockets Out with Record $300M Seed
Former OpenAI and DeepMind researchers secure massive Andreessen Horowitz-led round for autonomous scientific discovery platforms.
4. Modular Hits $1.6B Valuation with $250M Raise to Challenge NVIDIA's AI Dominance
AI infrastructure company targets hardware-agnostic platform deployment across diverse computing environments.
5. UK's Nscale Raises Massive $433M Pre-Series C with NVIDIA, Nokia, Dell Backing
AI infrastructure firm reaches $1.7B total funding to accelerate global GPU deployment and data center rollouts.
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