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- 💰🏢 $40B Data Center Takeover
💰🏢 $40B Data Center Takeover
BlackRock Rewrites Infrastructure Playbook
Dear Friend,
As October draws to a close, data centers are witnessing an unprecedented infrastructure surge with BlackRock's consortium—joined by Microsoft, Nvidia, and xAI—acquiring Aligned Data Centers in a record-breaking $40 billion deal, while Meta secures nearly $30 billion in financing for Louisiana's Hyperion facility and Google announces a historic $15 billion five-year commitment to build its first AI hub
in India, marking the tech giant's largest-ever investment in the country.
Mobility reaches new heights in electric aviation as Beta Technologies launches an $825 million IPO at a $7.2 billion valuation—a major milestone for the eVTOL industry—while Korean Air joins the air taxi revolution with plans to acquire up to 100 Archer Midnight eVTOL aircraft for South Korean operations, and Stellantis commits
$13 billion to boost US manufacturing by 50%, though notably pivoting away from
EVs with only one of five new vehicles planned as electric through 2029.
The energy transition showcases strategic global asset acquisition as Spanish utility Iberdrola snaps up a 270 MW Australian battery project for $322 million, while Ameresco powers up Arizona's largest behind-the-meter battery system featuring
58 Tesla Megapacks under a 20-year agreement with steel giant Nucor, and hedge fund heavyweight Citadel expands into European power trading with its FlexPower acquisition covering 1,700 MW across six countries.
Physical AI demonstrates remarkable capital momentum with over $819 million in disclosed investments—led by FieldAI's $405 million raise at a $2 billion valuation from Bezos, Nvidia, and Intel to deploy "robot brains" across construction, energy, and manufacturing, Dexory's $165 million round led by Eurazeo for AI-powered robotic towers creating real-time digital twins of warehouse operations, and General Intuition's monster $134 million seed from Khosla and General Catalyst using
2 billion gaming videos annually to teach AI spatial reasoning, while Nvidia-backed
Lila Sciences hits a $1.3 billion valuation building fully autonomous 24/7 robotic laboratories revolutionizing R&D.
Stay sharp,
Vitaly Golomb |  |
Data Centers
1. BlackRock-Led Consortium Acquires Aligned Data Centers for $40B
Tech giants Microsoft, Nvidia, and xAI join BlackRock in record-breaking $40 billion data center acquisition.
2. Meta To Secure Nearly $30B Data Center Financing
Meta locks in colossal $30 billion financing for Louisiana's Hyperion data center.
3. DayOne Seeks to Raise Over $1B in Series C Funding
GDS-affiliated data center operator DayOne targets $1 billion+ Series C at $4-5 billion valuation to fuel Southeast Asia and European expansion.
4. Lancium Secures $600M Debt Financing for Abilene Data Center
Lancium closes $600 million to advance 1.2 GW Texas facility—first site in the ambitious Stargate initiative backed by SoftBank, OpenAI, and Oracle.
5. Meta Announces $1.5B Investment in Texas Data Center
Meta doubles down on Texas with $1.5 billion El Paso data center featuring 1 GW capacity, set to power operations by 2028.
6. Poolside and CoreWeave Partner on $14B+ Data Center Project
AI coding startup Poolside hits $14 billion+ valuation while partnering with CoreWeave to build massive 2 GW West Texas data center dubbed "Project Horizon."
7. Google Announces $15B Investment in India AI Data Center
Google unveils historic $15 billion five-year commitment to build its first AI hub in India; the tech giant's largest-ever investment in the country.
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Mobility
1. Electric Aircraft Maker Beta Technologies Launches $825M IPO
Electric aviation pioneer Beta Technologies takes flight with $825 million IPO at $7.2 billion valuation—major milestone for the eVTOL industry.
2. Stellantis Announces $13B US Manufacturing Investment with Five New Vehicle Launches
Stellantis commits $13 billion to boost US manufacturing by 50% but pivots away from EVs—only one of five new vehicles will be electric through 2029.
3. Honda Additional Investment in Helm.ai
Honda doubles down on AI-powered autonomous driving with follow-up investment in Helm.ai, targeting 2027 launch in EV and hybrid models.
4. Archer Aviation and Korean Air Partnership
Korean Air joins the air taxi revolution with plans to acquire up to 100 Archer Midnight eVTOL aircraft for South Korean operations.
Energy Transition
1. Iberdrola Acquires Tungkillo Battery Storage Project, South Australia
Spanish utility Iberdrola snaps up 270 MW Australian battery project for $322 million as global players race to secure energy storage assets.
2. Ameresco Announces 50MW Battery Energy Storage System in Arizona
Ameresco powers up Arizona's largest behind-the-meter battery system featuring 58 Tesla Megapacks under 20-year agreement with steel giant Nucor.
3. Octopus Australia Acquires Coleambally Battery Project
Octopus Australia secures 100MW battery system in New South Wales, supporting the state's ambitious 2 GW energy storage target by 2030.
4. Citadel Acquires German Power Trader FlexPower
Hedge fund heavyweight Citadel expands into European power trading with FlexPower acquisition covering 1,700 MW across six countries.
5. Partners Group to Acquire Life Cycle Power
Private equity giant Partners Group acquires 897 MW mobile power generation provider serving surging data center demand.
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Physical AI
1. Lila Sciences Achieves $1.3B Valuation with $115M Nvidia-Backed Round
Lila Sciences hits $1.3 billion valuation with Nvidia backing to build "AI Science Factories"—fully autonomous 24/7 robotic laboratories revolutionizing R&D.
2. FieldAI Raises $405M to Scale Risk-Aware Robotics Foundation Models for Industrial Environments
FieldAI secures $405 million at $2 billion valuation from Bezos, Nvidia, and Intel to deploy "robot brains" across construction, energy, and manufacturing.
3. General Intuition Secures $134M Seed Round to Develop AI Agents with Spatial-Temporal Reasoning
Gaming platform spinout General Intuition raises monster $134 million seed from Khosla and General Catalyst using 2 billion gaming videos annually to teach AI spatial reasoning.
4. C.H. Robinson Launches Autonomous "Agentic Supply Chain" Platform with 30+ AI Agents
Global logistics leader deploys 30+ interconnected AI agents handling autonomous supply chain decisions—already processed 3 million+ tasks.
5. Dexory Raises $165M for AI-Powered Warehouse Intelligence
London's Dexory lands $165 million led by Eurazeo for AI-powered robotic towers creating real-time digital twins of warehouse operations.
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.