Dear Friend,

As the final week of September 2025 wraps up, the technology landscape witnesses massive capital deployment across four transformative sectors, with data centers leading an unprecedented investment surge—OpenAI's Stargate project expands to five new U.S. facilities targeting nearly 7 GW of AI infrastructure capacity, while London-based Nscale secures Europe's largest-ever Series B at €1.1 billion backed by Nvidia, and CoreWeave extends its OpenAI partnership by $6.5 billion to a staggering $22.4 billion total contract value alongside Qatar and Blue Owl's $3 billion data center platform launch.

The energy transition accelerates with institutional giants making historic bets—TotalEnergies sells half its 1.4 GW North American solar portfolio to KKR for $1.25 billion, AIP Management acquires nearly half of Britain's largest battery storage portfolio for $700 million, and Norway's $2 trillion sovereign wealth fund commits $1.5 billion to Brookfield's renewable infrastructure fund, while the Trump administration takes an unprecedented step by seeking up to 10% equity in Lithium Americas for the critical Nevada lithium project, and utilities like CPS Energy complete massive $1.387 billion power plant acquisitions featuring hydrogen-ready dual-fuel technology.

Mobility transforms through strategic consolidation and cross-sector connections—Chinese automaker Chery raises $1.2 billion in Hong Kong's largest automotive IPO of 2025, FAW Group acquires a 35.8% stake in former DJI Automotive unit Zhuoyu to bridge drone expertise with traditional automotive, Samsung subsidiary HARMAN completes its $350 million Sound United acquisition to dominate the premium audio landscape with brands like Bowers & Wilkins, and Firehawk Aerospace rockets to a $60 million Series C for 3D-printed rocket propellant technology with oversubscribed investor interest.

Physical AI attracts ambitious capital with Swiss startup Giotto.ai targeting over $200 million at a $1+ billion valuation for artificial general intelligence applications, Neptune Robotics raising $52 million from shipping giant NYK Line for underwater hull-cleaning robots that work 3-5 times faster than human divers, and German AI imaging company Black Forest Labs seeking $200-300 million at a $4 billion valuation following its $100 million Meta partnership.

Stay sharp,

Data Centers

1. OpenAI's Stargate Expands to 5 Giant US Data Centers

AI leader, Oracle, and SoftBank plan nearly 7 gigawatts of capacity across multiple states.
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2. Nscale Raises Record-Breaking €1.1B Series B

London data center firm secures Europe's largest ever Series B with Nvidia backing.

Read more

3. CoreWeave Extends OpenAI Deal by $6.5B

Total contract value reaches $22.4B as AI infrastructure partnership deepens.
Read more 

4. Ares Management Launches $8B Data Center Blitz

Investment giant targets London, Japan, and Brazil for massive digital infrastructure push.
Read more

5. CloudHQ Plans $4.8B Mexico Data Center Empire

US developer eyes 900MW capacity south of the border.
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6. Qatar Investment Authority Joint Venture and Blue Owl Launch $3B Data Center Platform

Middle Eastern sovereign wealth fund backs major digital infrastructure venture.
Read more

7. Alibaba Shares Surge on Nvidia Partnership and AI Model Launch

Chinese tech giant unveils trillion-parameter AI model while expanding data center plans.
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Mobility

1. Futurail Scores €7.5M for Autonomous Trains

Munich startup lands seed funding to revolutionize train automation as Europe shifts from road to rail.
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2. HARMAN Snaps Up Premium Audio Empire for $350M

Samsung subsidiary adds Bowers & Wilkins, Denon, and Marantz to dominate high-end audio market.
Read more

3. Chery Motors Raises $1.2B in Hong Kong's Biggest Auto IPO

Chinese automaker delivers 2025's largest automotive public offering in Hong Kong.
Read more

4. FAW Grabs 35.8% of Former DJI Automotive Unit

Chinese automaker acquires major stake in driving assistance tech firm Zhuoyu.
Read more

5. Firehawk Aerospace Rockets to $60M Series C

Defense startup oversubscribes funding round for 3D-printed rocket propellant technology.
Read more

Energy Transition

1. TotalEnergies-KKR Strike $1.25B Solar Deal

French energy giant sells 50% stake in massive 1.4GW North American solar portfolio.
Read more

2. AIP Management Bets $700M on UK Battery Storage

Investment firm acquires nearly half of Britain's largest battery storage portfolio.
Read more

3. Ares Management Buys Meade Pipeline for $1.1B

Infrastructure giant acquires key natural gas pipeline serving Pennsylvania shale regions.
Read more

4. CPS Energy Completes $1.387B Power Plant Purchase

Texas utility closes massive acquisition of dual-fuel generation facilities from ProEnergy.
Read more

5. Trump Administration Eyes Lithium Americas Stake

Government seeks up to 10% equity in company behind Nevada's massive Thacker Pass project.
Read more

6. Norway's $2T Fund Commits $1.5B to Brookfield Energy

World's largest sovereign wealth fund backs renewable infrastructure across three continents.
Read more

Physical AI

1. Swiss AI Startup Giotto.ai Targets $200M+ at $1B+ Valuation Lausanne-based company seeks mega-round for artificial general intelligence with physical world applications.
Read more 

2. Neptune Robotics Surfaces with $52M Series B

Singapore company's underwater hull-cleaning robots attract Japanese shipping giant NYK Line.
Read more

 3. Black Forest Labs Seeks $200-300M at $4B Valuation

German AI image generation startup eyes massive funding round after Meta partnership.
Read more

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.