Dear {{First_Name|Friend}},
As we enter the first week of February, physical AI and robotics advance as LimX Dynamics raises $200 million for its humanoid Tron 2 platform and Vention adds $110 million to scale its AI-powered robotics design stack. Data centers continue to scale, led by a KKR-led bid topping $10 billion for ST Telemedia Global Data Centres and Digital Edge’s $4.5 billion plan for a 500MW–1GW AI-ready Indonesian campus.
Mobility accelerates with Waymo raising $16 billion at a $110 billion valuation and Waabi securing $1 billion to deploy 25,000 robotaxis on Uber. Energy transition follows suit as Redwood Materials extends its battery recycling platform with a $425 million raise and TerraForm Power acquires a 1.56 GW solar project in Illinois.
Stay sharp,
Vitaly Golomb
Managing Partner
AI, Robotics, Mobility, Energy
[email protected]
Misha Edel
Partner
Data Center, Ind. Automation, PropTech
[email protected]
Join us February 18th for a practical discussion with Vitaly Golomb and Federico Baradello, Founder & CEO of Finalis, on where AI is transforming private markets versus where it remains hype.
Physical AI
1. LimX Dynamics Secures $200M Series B
Chinese humanoid robotics startup LimX Dynamics raised $200 million to scale its Tron 2 modular hardware and Cosa OS, aiming to cut customization costs and speed industrial robot deployments in 2026.
2. Vention Raises $110M Series D
Vention raised $110 million to fuel its AI-powered platform that lets manufacturers drag-and-drop design robotic cells, building on 25,000+ robots already deployed across 4,000 facilities worldwide.
3. RobCo Secures $100M Series C
RobCo closed a $100 million Series C to expand its autonomous robotics platform and push into the U.S., after landing marquee customers like BMW in Europe.
4. Nomagic Secures $10M Series B Extension
Nomagic added $10 million to its Series B to take its Visual Language Action-powered warehouse robots to the U.S., building on millions of real-world training tasks and customers like Zalando.
Data Centers
1. KKR-Led Consortium Nears $10B+ STT GDC Deal
A KKR-led group is nearing a >$10 billion buyout of ST Telemedia Global Data Centres, one of Asia’s largest data center transactions.
2. Brookfield Acquires Peakstone Realty Trust for $1.2B
Brookfield is buying Peakstone Realty Trust for $1.2 billion to add industrial real estate with data center-ready sites to its portfolio.
3. Meta Signs $6B Infrastructure Deal with Corning
Meta inked a multiyear agreement worth up to $6 billion with Corning for optical fiber and connectivity gear to accelerate U.S. data center buildouts.
4. Digital Edge Plans $4.5B Indonesian AI Campus
Digital Edge is investing $4.5 billion to build a 500MW, AI-ready data center campus near Jakarta, with room to scale to 1GW.
Mobility
1. Waymo Raises $16B at $110B Valuation
Waymo secured a colossal $16 billion round, led by $13 billion from Alphabet plus $3 billion from top-tier investors, to turbocharge its robotaxi rollout.
2. Waabi Closes $1B for AV Trucking and Robotaxis
Waabi raised a $750 million Series C plus milestone-based funding from Uber, totaling up to $1 billion to deploy 25,000+ robotaxis exclusively on Uber.
3. GenLogs Secures $60M Series B
GenLogs raised $60 million to grow its AI-powered Truck Intelligence platform that uses roadside sensors and satellites to boost supply chain visibility.
4. Gatik Locks In $600M+ in Contracts
Gatik announced more than $600 million in contracted revenue for its autonomous middle-mile trucks, claiming the first fully driverless commercial operations at scale in the U.S.
Energy Transition
1. Redwood Materials Raises $425M Series E
Redwood Materials expanded its Series E to $425 million, with Google joining to accelerate its energy storage platform and integrated battery materials business.
2. Econergy Secures $29M for Scottish Battery Project
Econergy closed about $29 million in financing from Santander UK for a 40MW/120MWh battery storage project in Scotland backed by EDF optimization.
3. TerraForm Power Acquires 1.56GW Solar Project
TerraForm Power is acquiring the 1.56GW Steward Creek Solar project in Illinois, one of the largest U.S. solar PV developments, lifting its pipeline to nearly 7GW.
4. Aptera Motors Raises $9M for Solar EVs
Aptera Motors raised $9 million, with potential to reach $18 million via warrants, to fund solar EV validation builds ahead of planned deliveries this year.
