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- 🤖💰AI Triggers $100B Infrastructure Race
🤖💰AI Triggers $100B Infrastructure Race
Data centers reshape global economy
Dear Friend,
Starting this week, data centers will now join our coverage alongside mobility, energy transition, and physical AI – thanks to our new partner Misha Edel, whose deep industry expertise will provide you with unparalleled insights into this critical infrastructure sector. Want to connect with Misha? Just reach out to me.
Data centers command the spotlight with Nvidia and OpenAI's staggering $100 billion partnership to deploy 10 gigawatts of AI computing power, while Meta pursues a game-changing $20 billion Oracle cloud deal and Microsoft doubles down with $4 billion more in Wisconsin, bringing their state total to $7 billion for what they're calling the "world's most powerful AI datacenter".
Mobility accelerates globally as Nvidia backs UK's Wayve with $500 million in autonomous driving tech, American Axle pursues a $2.3 billion UK acquisition of Dowlais Group, and Singapore launches commercial autonomous taxis through Grab and WeRide's "Ai.R" trials, while VinFast races to electrify the Philippines through strategic BDO Unibank partnerships.
Energy transition witnesses unprecedented scale with Quebec's La Caisse dropping $1 billion on Australia's Edify Energy for 900 MW of solar-battery projects, nuclear fusion reaching commercial reality through Eni's $1 billion power purchase with Commonwealth Fusion Systems for a 400 MW plant, and Germany's Terra One securing €150 million from Aviva for 500 MW of battery storage.
Physical AI achieves venture history with Figure AI's mind-bending $39 billion valuation after raising over $1 billion – one of robotics' highest startup valuations ever – while Dyna Robotics lands $120 million at $600+ million valuation from Nvidia and Amazon, and Groq capitalizes on AI inference demand with $750 million at $6.9 billion valuation.
Stay sharp,
Vitaly Golomb |  |
Data Centers
1. Nvidia and OpenAI Plan $100B Infrastructure Partnership – Massive investment commitment to deploy 10 gigawatts of Nvidia systems for next-generation AI infrastructure starting in 2026.
2. Meta-Oracle Cloud Deal Worth $20B in Advanced Talks – Potential multi-year agreement would provide Meta with massive computing capacity while reducing Microsoft Azure dependence.
3. Ciena Acquires Optical Interconnect Company for $270M – Strategic acquisition of Nubis Communications targets growing AI workload demands in data centers.
4. BlackRock Commits £500M to UK Data Centers – Investment giant launches Digital Gravity Partners to acquire and modernize UK data center infrastructure.
5. Google Invests £5B in UK AI Economy – Massive two-year commitment includes new data center and 8,250 annual jobs, strengthening UK's AI capabilities.
6. Microsoft Doubles Down on Wisconsin with $4B – Second data center investment brings total state commitment to $7B, including "world's most powerful AI datacenter".
7. Nvidia Invests $5B in Intel Partnership – Strategic collaboration to develop custom data center and PC products while Intel designs processors for Nvidia's AI platforms.
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8. Wall Street Watches Data Center Boom – New York Times analysis highlights trillions flowing into AI data centers as key barometer for tech market health and AI bubble risk.
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9. OpenLight Raises $34M for High-Speed AI Infrastructure – Optical interconnect technology funding targets improved AI data center performance capabilities.
Mobility
1. Nvidia Bets Big on British Autonomous Driving – Nvidia pledges $500M to UK's Wayve, pushing its autonomous driving ambitions with a massive Series D investment that could reshape the self-driving landscape.
2. American Manufacturing Makes Transatlantic Play – American Axle & Manufacturing seeks $2.3B financing to complete its UK acquisition of Dowlais Group, creating a global automotive components powerhouse.
3. Philippines Gets Electric Vehicle Boost – VinFast teams up with local partners including BDO Unibank to accelerate EV adoption across the Philippines through charging infrastructure development.
4. Singapore Launches First Autonomous Ride Service – Grab and WeRide debut "Ai.R" autonomous taxi trials in Punggol, marking Singapore's entry into commercial self-driving transportation.
5. French Shipping Giant Goes Green with Rail – CMA CGM acquires Freightliner UK to handle 770,000 containers annually by rail instead of road, advancing decarbonization through modal shift strategies.
Energy Transition
1. Quebec Fund Bets $1B on Australian Battery Storage – La Caisse acquires Edify Energy to finance 900 MW of integrated solar and battery projects, signaling massive institutional confidence in energy storage.
2. German Battery Storage Gets €150M Boost – Terra One secures major mezzanine financing from Aviva Investors to build 500 MW of battery capacity across Germany by 2028.
3. Nuclear Fusion Powers Up with $1B Deal – Eni and Commonwealth Fusion Systems sign massive power purchase agreement for 400 MW fusion plant, bringing commercial fusion closer to reality.
4. Battery Projects Secure Major Financing – Flatiron Energy obtains $540M for Massachusetts storage system while Green Genius raises €25.3M for Lithuanian project.
5. Bezos Backs $7.5B Renewable Energy Push – Global Energy Access partnership plans massive investment in developing countries' renewable infrastructure over five years.
6. Australia's EV Charging Network Accelerates – Evie Networks secures $50M debt facility to expand charging infrastructure, signaling investor confidence in EV adoption.
Physical AI
1. Figure AI Becomes $39 Billion Robotics Unicorn – Humanoid robotics company raises over $1 billion, achieving one of the highest startup valuations ever in the robotics sector.
2. Dyna Robotics Advances Physical AI with $120M – Series A funding at $600M+ valuation from top VCs and strategic investors including Nvidia and Amazon to develop robotic foundation models.
3. Swiss Robot Dogs Get €127M for Hazardous Work – ANYbotics raises funding to deploy four-legged inspection robots in dangerous industrial environments.
4. Groq Raises $750M as AI Inference Explodes – AI inference specialist achieves $6.9B valuation led by major financial institutions, capitalizing on surging demand.
Read more
5. PassiveLogic Transforms Buildings with $74M – Autonomous building control platform raises Series C to orchestrate IoT systems and energy infrastructure like a "robot-of-robots".
6. Plumerai Brings AI Vision to Edge Devices – London startup secures $8.7M to connect Vision LLMs to trillions of edge devices through Tiny AI technology already powering millions of cameras.
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