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This and more in our weekly deal and trends digest.
Dear Friend,
As we dive into February, the pace of innovation across Mobility, Energy Transition, and Industrial AI continues to accelerate. This week, we're witnessing significant strides in sustainable transportation, with companies like BluSmart expanding their electric vehicle fleets and charging infrastructure. In the energy sector, major acquisitions and investments are driving the shift toward renewable energy sources. Meanwhile, advancements in Industrial AI are transforming industries through robotics and autonomous systems, with NVIDIA leading the charge in AI-powered platforms.
Inside this digest, you'll find detailed insights into these trends and more, including Platform Science's acquisition of Trimble's Telematics business, Potentia Energy's expansion into Australian renewables, and the latest in AI-driven robotics. These developments highlight a common thread: the relentless pursuit of sustainability, efficiency, and technological innovation.
As always, we value your thoughts and feedback. Thank you for reading, and I hope this digest inspires new ideas and conversations.
Warm wishes, Vitaly Golomb |  |
Mobility
1. Platform Science Acquires Trimble’s Global Transportation Telematics Business
Platform Science completed the acquisition of Trimble’s Telematics units, strengthening its position in fleet management and connected vehicle solutions.
2. Moove Acquires Brazil’s Kovi
Moove, an Uber-backed fintech, acquired Brazilian urban mobility provider Kovi in an all-share deal, boosting its annual revenue to $275 million and expanding its global ride-share fleet.
3. USDOT Issues $1.32 Billion in FY 2025 RAISE Grants
The U.S. Department of Transportation announced $1.32 billion in funding for infrastructure projects under the Rebuilding American Infrastructure with Sustainability and Equity (RAISE) program.
Energy Transition
1. Potentia Energy Acquires Over 1GW Renewable Portfolio in Australia
Potentia Energy acquired a diverse portfolio of wind and solar assets across Australia, becoming one of the largest independent power producers in the region.
2. Vistra Energy Acquires Vistra Vision for $820 Million
Vistra Energy expanded its zero-carbon generation capacity through this acquisition, solidifying its position in clean energy markets.
3. Energy M&A Surges to $400 Billion in 2024
Bain & Company reported a record-setting year for energy M&A in 2024, with megadeals such as Diamondback Energy’s merger with Endeavor Energy Resources driving activity into early 2025.
Industrial AI
1. AI Robotics Startups Attract Major VC Funding
A new wave of robotics startups focusing on spatial intelligence raised between $75 million and $150 million each in funding to revolutionize healthcare and logistics automation.
2. DeltaGen Raises $1.2M for AI-Driven M&A Tools
Seattle-based DeltaGen secured funding to streamline mergers and acquisitions using generative AI for due diligence and deal structuring processes.
Key Trends
1. Transportation/Mobility Expansion
Significant acquisitions like Moove’s purchase of Kovi highlight consolidation within urban mobility.
Public funding initiatives such as RAISE grants underscore government support for infrastructure improvements.
2. Energy Sector Growth
The shift toward renewable energy is evident with large-scale acquisitions like Potentia Energy’s portfolio expansion.
Traditional energy sources remain relevant as natural gas plant acquisitions continue to rise.
3. Industrial AI Innovation
Robotics is gaining momentum with VC investments focusing on spatial intelligence and autonomous systems.
Nvidia’s advancements in AI platforms signal rapid technological integration into autonomous driving and industrial robotics.