- Mavka Report
- Posts
- 💰⚡️ $7B Anthropic Power Play
💰⚡️ $7B Anthropic Power Play
AI Megadeal Redefines Data Centers
 |
Dear Friend,
Physical AI and data center infrastructure dominate the end of 2025 and opening of 2026 with record capital deployment across robotics and compute. Generative Bionics raises €70 million for humanoid robots, Deep Robotics secures $70 million in Series C funding, and UPS bets $120 million on autonomous warehouse unloading. Google acquires Intersect Power for $4.75 billion, SoftBank snaps up DigitalBridge for $4 billion, and Hut 8 and Fluidstack build a $7 billion AI data center for Anthropic, while DayOne Data Centers closes a $2 billion Series C to dominate Asia-Pacific.
Mobility reaches inflection with Waymo raising $15 billion at $100 billion valuation on 450,000 weekly paid rides, while Grab's $410 million bet on remote-driving startup Vay disrupts the ride-hailing playbook. Energy transition accelerates with Factorial Energy going public at $1.1 billion to commercialize solid-state batteries by 2027, Fuse Energy hitting $5 billion Series B valuation, and Codelco securing $600 million to transition to 100% renewable energy by 2030.
Stay sharp,
Vitaly Golomb |  |
Physical AI
1. UPS Invests $120M in Pickle Robot for 400 Truck-Unloading Robots
UPS doubles down on automation with $120 million investment in 400 autonomous unloading robots from Pickle Robot—part of a massive $9 billion automation push hitting warehouse floors in late 2026.
2. Linker Vision Raises $35M Series A Led by Abico Group
NVIDIA-backed reasoning AI startup Linker Vision secures $35 million to build the OS for humanoid robots—racing to unlock the next frontier of Physical AI.
3. Kargo Raises $42M Series B Warehouse Intelligence Platform
Kargo closes $42 million Series B to transform logistics with AI—scaling global deployments from one AI brain to the entire supply chain.
4. Generative Bionics Raises €70M ($81M) Seed Round
Italian humanoid robotics startup Generative Bionics lands record €70 million seed funding (with Tether backing) to build the next generation of Physical AI robots.
5. Deep Robotics Raises $70M Series C
Chinese quadruped and humanoid robot maker Deep Robotics secures $70 million Series C from telecom giants—positioning Asia as the manufacturing hub for robot swarms.
Data Centers
1. Google Acquires Intersect for $4.75B
Google drops $4.75 billion on Intersect Power to lock in data center capacity and renewable energy—betting big that AI's power needs are insatiable.
2. SoftBank Acquires DigitalBridge for $4B
SoftBank snaps up DigitalBridge for $4 billion to own the infrastructure powering AI, from data centers to the cables beneath them.
3. Hut 8 and Fluidstack Partner for Anthropic at $7B
In a $7 billion bet on AI (with Google and JPMorgan bankrolling), Hut 8 and Fluidstack are building a data center behemoth in Louisiana exclusively for Anthropic—creating the power grid for frontier AI.
4. DayOne Data Centers Raises $2B+
Singapore-based DayOne Data Centers closes a landmark $2 billion+ Series C to dominate Asia-Pacific—one of the biggest capital raises in data center history.
Mobility
1. Waymo Seeks $15B+ Funding Round at $100B Valuation
Waymo's trillion-dollar dream gets over a $15 billion funding boost and $100 billion valuation—the self-driving company that went from Google bet to industry behemoth is now raising at a 2.2x multiple jump.
2. Grab Invests Up to $410M in Remote-Driving Startup Vay
Southeast Asia's ride-hailing king Grab bets $410 million on remote-driving startup Vay—unlocking a hybrid future where human operators control cars remotely at half the cost of Uber.
3. Aidoptation Secures €20M ($23M) for Autonomous Systems
Belgian-American startup Aidoptation raises €20 million to scale AI-driven autonomous driving from racing tracks to real roads (and defense applications).
4. Allison Transmission Completes $2.7B Dana Acquisition
Allison Transmission acquires Dana's Off-Highway division for $2.7 billion, creating a $5.5 billion global industrial giant—consolidating the drivetrain market.
Energy
1. Factorial Energy Plans $1.1B SPAC for Battery Technology
Solid-state battery startup Factorial Energy goes public via SPAC at $1.1 billion valuation—promising to give EVs more range, faster charging, and cheaper batteries by 2027.
2. Jabil Closes $725M Acquisition of Hanley Energy Group
St. Petersburg tech giant Jabil acquires Northern Virginia energy management specialist Hanley for $725 million to dominate critical power solutions for data centers.
3. Fuse Energy Raises $70M Series B at $5B valuation
Renewable energy and EV charging platform Fuse Energy hits $5 billion valuation on $70 million Series B—scaling the green infrastructure powering both vehicles and data centers.
4. Codelco Secures $600M Climate Financing for Renewables
Chile's state-owned copper giant Codelco locks in $600 million to hit 100% renewable energy by 2030—proving you can decarbonize the mining sector.