
Dear {{First_Name|Friend}},
As we close the second week of June, physical AI hits historic milestones: NEURA Robotics raises up to $1.4 billion — the largest VC round in German history — for its humanoid platform, while Bezos's Prometheus closes a $12 billion Series B at a $41 billion valuation for AI-native design-to-manufacturing software. Data centers push deeper into new geographies, with Data4 committing €5 billion to a 700MW AI campus on a former French steelworks and IREN completing its European debut by acquiring Spain's Nostrum Group for 490MW of grid-connected capacity.
Mobility shifts into higher gear as Waymo acquires Apple's abandoned 5,500-acre Arizona proving ground for $220 million and Gatik launches the largest-ever commercial driverless freight deployment with PepsiCo. On the energy front, Sembcorp closes its AU$6.5 billion takeover of Alinta Energy and Cypress Creek reaches financial close on $3.5 billion for one of America's largest solar-and-storage projects.
Stay sharp,

Misha Edel
Partner
Data Centers, AI & Ind. Automation, PropTech
[email protected]
LinkedIn

Yana Holets
Partner
IT Services, AI & Ind. Automation
[email protected]
LinkedIn
Physical AI
NEURA Robotics Raises $1.4B Series C for Physical AI
Germany's NEURA Robotics closed Europe's largest-ever VC round, led by Tether, hitting a $7 billion valuation for its walking, seeing, object-handling humanoid robots.
(Read more)
Standard Bots Hits Unicorn Status With $200M Series C
US industrial robot maker Standard Bots crossed the $1 billion unicorn threshold, co-led by RoboStrategy and General Catalyst, teaching machines through human demonstration. (Read more)
THEKER Closes $85M Series A — Europe's Largest Robotics A-Round
Barcelona's THEKER landed the biggest-ever European robotics Series A, backed by CRV, Samsung, and LVMH, for AI-native factory robots that adapt to new tasks in real time. (Read more)
Prometheus $12B Series B Raises Physical-AI Definition Question
Bezos's Prometheus raised $12 billion at a $41 billion valuation and made clear it's pure manufacturing software, targeting jet engines and semiconductors. (Read more)
Sponsored by:
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Data Centers & IT Services
Data4's €5B ($5.6B), 700MW Northern France AI Campus Confirmed
Data4 committed €5 billion to transform a former steelworks in Escaudain into a 700MW AI data center campus, creating 2,400 jobs by 2030. (Read more)
SWI Group Pays $500M for 1.3GW US Digital Infrastructure Platform
Amsterdam-listed SWI Group acquired a major stake in Genesis Digital Assets, converting former US crypto-mining infrastructure into a 3.6GW AI-ready transatlantic platform. (Read more)
IREN Completes Nostrum Acquisition, Entering Europe with 490MW
IREN made its European debut by acquiring Spain's Nostrum Group, securing 490MW of grid-connected AI data center capacity at an undisclosed price. (Read more)
Vertiv Closes Acquisition of Italian Cooling Specialist ThermoKey
Vertiv snapped up Italy's ThermoKey at an undisclosed price, locking in full thermal-chain control for high-density AI data centers across EMEA. (Read more)
Mobility
Waymo Acquires Apple's $220M Arizona AV Proving Ground
Waymo bought Apple's abandoned 5,500-acre Project Titan test site in Arizona for $220 million, gaining a world-class private track to speed robotaxi scaling. (Read more)
Irish AI Fleet Safety Firm CameraMatics Raises €49M ($56M) Series B
Dublin's CameraMatics raised €49 million led by Blume Equity to expand its AI video telematics platform — already serving Royal Mail and XPO — into North America and Europe. (Read more)
UrbanV Partners With JAC to Build Tokyo Advanced Air Mobility Infrastructure
Italy's UrbanV teamed with Japan Airport Consultants to co-develop vertiports and regulatory frameworks for Advanced Air Mobility, starting in metropolitan Tokyo. (Read more)
Gatik and PepsiCo Sign Multi-Year Driverless Freight Contract Across U.S.
Gatik and PepsiCo launched what they call the largest-ever commercial driverless freight deployment, scaling 41 autonomous trucks across PepsiCo's North American supply chain. (Read more)
Sponsored by:
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Energy Transition
Sembcorp Closes AU$6.5B ($4.5B) Acquisition of Alinta Energy
Singapore's Sembcorp completed its AU$6.5 billion takeover of Australia's Alinta Energy, adding 3.4GW of operations and a 10.4GW renewables pipeline toward its 2028 target. (Read more)
Cypress Creek Closes $3.5B for Steel River Solar+Storage
Cypress Creek Energy reached financial close on Arkansas's Steel River project, financing 1.63GW of solar and 1.9GWh of storage arranged by Barclays, BNP Paribas, and partners. (Read more)
Voltus Acquires Brightfield AI to Accelerate BESS Deployment
VPP leader Voltus acquired Brightfield AI to cut battery soft costs and speed permitting, fueled by soaring data center power demand following a Google capacity deal. (Read more)
Peak Energy & GM Ventures Partner on Sodium-Ion Grid Storage
GM Ventures invested in Peak Energy and secured exclusive Michigan manufacturing rights for next-generation sodium-ion grid storage cells, targeting commercial launch by 2028. (Read more)



