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- 🤖⚡ Brookfield's $20B Energy Revolution
🤖⚡ Brookfield's $20B Energy Revolution
A Record Private Energy Fund
Dear Friend,
As mid-October 2025 unfolds, data centers are witnessing remarkable new AI infrastructure investments, with OpenAI partnering with Broadcom for custom AI processors while securing multi-billion chip deals with AMD that include potential 10% equity stakes, as Applied Digital receives the first $112.5 million tranche of a massive $5 billion Macquarie partnership for North Dakota AI facilities, and Brookfield commits $5 billion to Bloom Energy's fuel cell technology for powering global AI data centers, while Galaxy Digital pivots from Bitcoin mining to AI with a $460 million raise to convert its Texas facility into a 133MW AI powerhouse by 2026.
Mobility is accelerating with transformative funding rounds as UK's autonomous driving firm Wayve enters late-stage talks with Microsoft and SoftBank for a $2 billion raise with Nvidia potentially contributing $500 million, while the space sector gains momentum through Stoke Space's $510 million funding to advance reusable Nova rockets, and EV infrastructure expands with Fuuse securing $8 million to grow its UK-based charging platform management offerings, complemented by Tritax Big Box's $1.3 billion acquisition of Blackstone's UK logistics portfolio that positions Blackstone as a 9% stakeholder in the logistics giant.
Energy transition is achieving record-breaking scale as Brookfield closes the world's largest private energy fund at $20 billion for renewables and storage acquisitions, while traditional energy consolidates through Chevron's completed $55 billion Hess takeover, and innovative storage solutions emerge with Energy Vault's $300 million raise for its "Asset Vault" platform and Corvus Energy's $60 million Series E led by Morgan Stanley to advance maritime green shipping power solutions.
Physical AI is experiencing substantial sector consolidation and growth with ABB's landmark $5.4 billion sale of its robotics division to SoftBank reshaping industry dynamics, while agricultural innovation leads through Ecorobotix's $150 million raise to scale AI-powered crop spraying technology that reduces pesticide use by up to 95%, Shanghai-based AgiBot prepares a $6 billion+ Hong Kong IPO for humanoid robotics expansion, and medical robotics advances with Remedy Robotics' $35 million funding for AI-driven remote cardiac procedures, as the European Commission launches its €1.1 billion "Apply AI" initiative to accelerate industrial AI adoption and compete with US and Chinese technological dominance.
Stay sharp,
Vitaly Golomb |  |
Data Centers
1. OpenAI & Broadcom Team Up for Custom AI Chips
Open
AI and Broadcom partner to design proprietary AI processors, marking OpenAI's bold step toward chip independence.
2. Applied Digital Secures $5B Macquarie Partnership
Applied Digital receives the first $112.5 million for its $5 billion AI infrastructure build-out in North Dakota, supporting CoreWeave.
3. Brookfield & Bloom Energy Forge $5B AI Power Deal
Brookfield invests $5 billion in Bloom’s fuel cell technology for powering global AI data centers—a big bet on sustainable AI.
4. Galaxy Digital Gets $460M for AI Data Center Pivot
Galaxy Digital receives $460 million to convert its Texas Bitcoin mining facility into a major AI data center, boosting capacity by 133MW by 2026.
5. OpenAI Strikes Multi-Billion AMD Chip Pact with Stock Option
OpenAI inks a multi-year GPU deal with AMD, gaining an option for a 10% stake—potentially yielding tens of billions for AMD.
6. Cerebras Expands AI Infrastructure in UAE
Cerebras Systems moves to deploy advanced AI datacenter infrastructure in the UAE, supporting the region's fast-growing AI ambitions.
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Mobility
1. Tritax Big Box Acquires Blackstone’s UK Logistics Assets for $1.3B
Tritax Big Box buys Blackstone’s UK logistics portfolio for $1.3 billion, with Blackstone taking a 9% stake in Tritax.
2. Microsoft, SoftBank Eye $2B in UK’s Self-Driving Firm Wayve
Wayve enters late-stage talks with Microsoft and SoftBank for a $2 billion raise, with Nvidia possibly contributing $500 million.
3. Stoke Space Rockets to $510M for Reusable Launch Vehicles
Stoke Space raises $510 million to accelerate the Nova reusable rocket, riding the private space boom.
4. Hoverfly Secures $20M to Boost US Drone Capabilities
Hoverfly raises $20 million Series B to enhance drone tech and strengthen U.S. defense.
5. Indian Ride-Hailing Unicorn Rapido Doubles Valuation to $2.3B
Stake sale by Swiggy to Prosus and WestBridge Capital propels Uber competitor to new heights in India's mobility market.
6. Fuuse Raises $8M to Expand EV Chargepoint Software
Fuuse, a UK-based EV charging platform, grabs $8 million to grow its chargepoint management offerings.
Energy Transition
1. Brookfield Launches Record $20B Energy Fund
Brookfield closes the world's largest private energy transition fund at $20 billion for renewables and storage acquisitions.
2. Chevron Finalizes $55B Hess Acquisition
Chevron completes a $55 billion takeover of Hess, solidifying its oil & gas position in a blockbuster energy deal.
3. Energy Vault Secures $300M for “Asset Vault” Storage Platform
Energy Vault lands $300 million to launch an innovative energy storage platform, targeting asset-backed resilience.
4. Corvus Energy Scores $60M to Power Maritime Energy Storage
Corvus raises $60 million Series E led by Morgan Stanley, advancing green shipping power solutions.
Physical AI
1. Ecorobotix Raises $150M to Slash Farm Pesticide Use with AI
Ecorobotix secures $150 million to scale cutting-edge crop spraying tech, reducing pesticide use by up to 95%.
2. ABB Sells Robotics Division to SoftBank for $5.4B
ABB offloads its robotics and discrete automation unit to SoftBank in a $5.4 billion deal, reshaping the robotics sector.
3. AgiBot Preps $6B Hong Kong IPO for Humanoid Robotics Expansion
Shanghai-based AgiBot targets a $6 billion+ IPO to fund global growth in humanoid robotics.
4. Remedy Robotics Raises $35M for AI-Powered Remote Medical Procedures
Remedy Robotics grabs $35 million to advance AI-driven remote cardiac and stroke care.
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