Dear Friend,

As late August 2025 concludes, mobility demonstrates remarkable momentum in autonomous systems and sustainable transport, with Blue Water Autonomy securing $50 million in Series A funding led by GV to advance autonomous maritime vessels, while Joby Aviation completes its strategic acquisition of Blade Air Mobility's passenger business to accelerate eVTOL deployment, and Brussels-based LIZY raises €75 million to scale its circular leasing platform for used electric vehicles across Europe. Strategic consolidation continues as Singapore's ComfortDelGro acquires the remaining stake in CityCab for S$116.3 million, and Hyundai Motor Group launches the Next Urban Mobility Alliance, uniting 31 organizations around AI-powered urban transportation.

The energy transition reaches unprecedented heights with $863 million flowing into Commonwealth Fusion Systems' Series B2 round backed by tech giants Nvidia, Google, and Bill Gates to commercialize fusion energy technology. Global momentum accelerates as BloombergNEF reports a record $386 billion in renewable energy investment during the first half of 2025 alone, despite a 36% decline in US investment amid policy uncertainty. Cross-border capital deployment intensifies with Australian superannuation fund Aware Super and the UK's National Wealth Fund joining a £500 million consortium targeting battery storage infrastructure, while grid optimization specialist Splight raises $12.4 million to expand transmission capacity using machine learning amid surging demand from data centers.

Physical AI witnesses a strategic acquisition wave as industry giants consolidate capabilities – John Deere acquires California-based GUSS Automation to strengthen its autonomous agriculture portfolio for high-value crops, while OPTEL Group absorbs collaborative robotics specialist Vanguard Robotics to capture the booming cobot market. Biotechnology intersects with AI as NeOnc Technologies closes its acquisition of advanced artificial intelligence and 3D bioprinting intellectual property for CNS cancer therapies, and industrial conglomerate Cemtrex signs letters of intent for two strategic acquisitions spanning robotics integration and aerospace systems engineering.

Stay sharp,

Mobility

1. Blue Water Autonomy Announces $50 Million Series A to Strengthen Maritime Power with Autonomous Ships
Blue Water Autonomy, a Boston-based technology and shipbuilding company announced $50 million in Series A funding led by GV. All existing investors, Eclipse, Riot, and Impatient Ventures, participated.
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2. Joby Aviation Completes Acquisition of Blade Air Mobility’s Passenger Business
Joby Aviation closed its acquisition of Blade’s passenger transport division, gaining heliport terminals and customer access to accelerate eVTOL rollout.
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3. LIZY Raises €75 Million to Expand Used EV Leasing Platform in Europe
Brussels-based digital car leasing startup LIZY secured €75M in equity and debt to scale its circular leasing model for used electric vehicles.
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4. ComfortDelGro Acquires CityCab

Singapore transport giant ComfortDelGro completed its acquisition of the remaining 46.5% stake in taxi operator CityCab from ST Engineering Land Systems for S$116.3 million, making CityCab a wholly owned subsidiary to strengthen its point-to-point transportation business.
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5. Hyundai Motor Group Launches Next Urban Mobility Alliance
Hyundai Motor Group officially launched the Next Urban Mobility Alliance (NUMA), a public-private partnership initiative bringing together 31 organizations to transform urban transportation through AI, autonomous driving, and software-defined vehicles.
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Energy Transition

1. Commonwealth Fusion Systems Raises $863 Million Series B2 Round (28 Aug 2025)
Fusion energy company Commonwealth Fusion Systems has secured $863 million in Series B2 funding, backed by Nvidia, Google, and Bill Gates, to accelerate the commercialization of fusion energy technology.
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2. TagEnergy supercharges growth by acquiring ACE Power
TagEnergy is powering ahead in Australia’s energy transition with the acquisition of specialist early-stage developer ACE Power, adding a ~6GW pipeline of battery, wind, and solar projects to its growing portfolio.
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3. Hitachi Energy Acquires Remaining Stake of eks Energy
Hitachi Energy completed full acquisition of power conversion systems manufacturer eks Energy by purchasing the remaining 20% stake to strengthen its energy storage capabilities.
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4. Global Renewable Energy Investment Reaches New Record
BloombergNEF reported global investment in new renewable energy development hit a record $386 billion in first half of 2025, despite 36% decline in US investment amid policy uncertainty.
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5. Aware Super partners with National Wealth Fund to invest in UK-based battery storage platform
Australian superannuation fund Aware Super and the UK’s National Wealth Fund have joined an investor consortium to invest £500m in Eelpower Energy’s battery storage platform. The consortium is led by infrastructure fund manager Equitix.
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6. Splight Raises $12.4M to Expand Transmission Capacity with Machine Learning Amid Surging Demand from Data Centers and Utilities
Splight, a U.S.-based grid technology company deploying machine-learning solutions that unlock capacity on congested electric grids, today announced a $12.4 million SAFE funding round led by Blue Bear Capital, with participation from ZOMA Capital.
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Physical AI

1. Cemtrex Signs Letters of Intent for Two Strategic Acquisitions in Robotics and Aerospace
Cemtrex Inc. a diversified industrial and technology company, today announced it has signed non-binding letters of intent to acquire two profitable U.S.-based businesses – one in industrial robotics integration and the other in aerospace and defense systems engineering.
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2. NeOnc Technologies Closes Strategic Acquisition of Advanced AI and 3D Bioprinting IP
NeOnc Technologies Holdings, a multi-Phase 2 clinical-stage biotechnology company pioneering therapies for central nervous system (CNS) cancers, announced the closing of its acquisition of an intellectual property portfolio featuring artificial intelligence, 3D bioprinting, and quantum modeling technologies.
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3. John Deere Acquires GUSS Automation for Autonomous Agriculture
John Deere has acquired California-based GUSS Automation, best known for its semi-autonomous sprayer that works with high-value crop categories such as orchards, vineyards, and bedded crops (aka vegetables and melons).
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4. OPTEL Group Acquires Vanguard Robotics
OPTEL Group, a global leader in pharmaceutical traceability and supply chain solutions, announced the acquisition of Vanguard Robotics, a specialist in end-of-line collaborative robot (cobot) automation solutions. The acquisition strengthens OPTEL's position in the booming collaborative robotics market.
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