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- 🤖⚡️ Cornerstone Robotics' $200M Surge
🤖⚡️ Cornerstone Robotics' $200M Surge
Physical AI Reaches Unprecedented Capital Momentum
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Dear Friend,
As the first week of November 2025 concludes, physical AI funding surges with Cornerstone Robotics raising $200 million for surgical robotics expansion and Rivian spinning out Mind Robotics with a $110 million seed round for industrial AI robotics.
Data centers dominate infrastructure investment with Meta Platforms committing $600 billion in U.S. spending over three years following a $27 billion financing deal, while a record $18 billion project financing secured an Oracle-tied data center campus in New Mexico.
While mobility accelerates as Archer Aviation acquires Los Angeles' Hawthorne Municipal Airport for $126 million to launch its air taxi hub ahead of the 2028 Olympics, energy transition advances at mega-scale with Apollo Global Management investing $6.5 billion for a 50% stake in Ørsted's 2.9 GW Hornsea 3 offshore wind farm, the world's largest.
Stay sharp,
Vitaly Golomb |  |
Physical AI
1. Cornerstone Robotics Scores $200M for Global Expansion
Cornerstone Robotics lands $200 million to take Chinese surgical robots worldwide, led by Hong Kong Investment Corp.
2. Rivian Spins Out Mind Robotics, Bags $110M
Mind Robotics launches from Rivian with $110 million seed funding to push AI robots for manufacturing and logistics.
3. Deutsche Telekom & Nvidia Launch $1.2B AI Cloud Partnership
Deutsche Telekom and Nvidia partner up for €1 billion ($1.2B) industrial AI cloud, targeting Q1 2026 launch.
4. CoLab Draws $72M Series C, 47K Waitlist
CoLab raises $72 million for AI-powered engineering software, attracting 47,000+ engineers to its AutoReview AI agent.
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Data Centers
1. $18B Oracle Data Center Receives Mega-Financing
A consortium of 20 banks secures record $18 billion for Oracle-linked data center in New Mexico, spotlighting epic demand for AI infrastructure.
2. Eaton Buys Boyd Thermal for $9.5B to Boost Cooling Tech
Eaton acquires Boyd's thermal business from Goldman Sachs for $9.5 billion to strengthen liquid cooling for data centers.
3. JPMorgan Warns of $5T Data Center Debt Tsunami
JPMorgan forecasts a $5 trillion boom in AI data centers, with $1.5 trillion required from global debt markets in just five years.
4. Meta Commits $600B US Infrastructure Investment
Meta announces three-year $600 billion infrastructure investment, including data centers and jobs, after closing $27 billion Blue Owl Capital deal for Louisiana site.
5. KKR, Singtel Seek Full Control of ST Telemedia Global DC
KKR and Singtel look to acquire 80%+ of ST Telemedia Global Data Centres in Singapore for $3.9 billion, aiming for year-end closure.
Mobility
1. Grab Eyes $410M Investment in Vay’s Remote-Driving Tech
Grab secures $60 million upfront for minority stake in Vay, with potential for $410 million if milestones are met, backing Vay's US expansion strategy.
2. Surf Air Mobility Secures $100M Financing
Surf Air Mobility gets $100 million financing to bolster SurfOS platform and refinance debt.
3. Archer Aviation Buys $126M LA Airport Site for Air Taxis
Archer Aviation acquires Hawthorne Municipal Airport for $126 million, to serve as hub for LA’s air taxi network by 2028 Olympics.
4. CEVA Logistics Expands With $383M Turkish Acquisition
CEVA Logistics doubles Turkish footprint by acquiring Borusan Tedarik for $383 million.
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Energy Transition
1. Ovintiv Buys NuVista for $2.7B in Canada
Ovintiv to acquire NuVista Energy for $2.7 billion, adding extensive Montney assets with close targeted for Q1 2026.
2. Apollo Invests $6.5B in World's Largest Offshore Wind Project
Apollo Global Management invests $6.5 billion for half of Ørsted’s Hornsea 3, with 2.9 GW powering 3 million UK homes by 2027.
3. AGL Divests $750M Tilt Renewables Stake for Battery Push
AGL sells part of Tilt Renewables for $750 million, funding more flexible and battery energy projects.
4. Enlight Renewable Energy Secures $1.4B for Arizona Solar-Storage
Enlight Renewable Energy secures $1.438 billion to finance 600 MW solar and 1,900 MWh storage in Arizona.
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