Dear {{First_Name|Friend}},

With the final week of May, physical AI surges ahead as August Robotics closes a $30 million Series B to automate hyperscale data-center construction sites, while FANUC America embeds Google Gemini into its global robot fleet — marking a new frontier for AI-native factory hardware. Data centers keep scaling, with Google and Blackstone launching a $5 billion AI cloud compute venture targeting 500 MW by 2027 and Armada raising $230 million to manufacture modular edge AI data centers for defense and remote industrial customers.

Mobility shifts from pilots to production as Stellantis inks commercial deals with both Wayve and Applied Intuition to rewire its vehicle software stack. On the energy transition front, Enel snaps up a 270 MW U.S. solar portfolio for $140 million and Antora Energy installed one of the world’s largest energy storage systems with a 5 GWh industrial thermal battery in South Dakota.

Stay sharp,

Vitaly Golomb
Managing Partner
AI, Robotics, Mobility, Energy
[email protected]

Misha Edel
Partner
Data Center, Ind. Automation, PropTech
[email protected]

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Physical AI

August Robotics' $30M Series B Targets AI Data Center Build-Out
Greek VC Big Pi Ventures led a $30 million raise for August Robotics to scale autonomous floor-drilling and floor-marking robots on hyperscale data-center sites across the US and Europe. (Read more)

Faraday Future's $25M Convertible Notes Fund 1,500-Unit EAI Robot Plan
Faraday Future secured $25 million in convertible notes — part of a $70 million 2-month raise — to deliver 1,500 Embodied AI robots by end of 2026.

 (Read more)

ANSCER Robotics' $5.4M Series A Targets US Factory Floor Expansion
Bengaluru-based ANSCER Robotics closed a $5.4 million Series A led by IAN Alpha Fund to push its AI robotics platform into US factories and warehouses (Read more)

FANUC Deploys Google Gemini Agents in Factory Robots Globally
FANUC America is embedding Google's Gemini AI into its entire robot lineup, enabling natural-language control and multi-robot coordination — with 1,000+ units already shipped. (Read more)

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Data Centers & IT Services

Google & Blackstone Launch $5B AI Cloud Compute Venture
Google and Blackstone are jointly building a US AI cloud company offering TPU compute-as-a-service, targeting 500 MW of capacity online by 2027. (Read more)

Armada Closes $230M Series B for Modular Edge AI Data Centers
Armada raised $230 million — co-led by Overmatch, 8090 Industries, and BlackRock — to manufacture modular AI data centers for defense, energy, and remote industrial sites. (Read more)

Prime Data Centers Breaks Ground on $3B+ Phoenix Hyperscale Campus
Prime Data Centers has broken ground on three buildings of its 240 MW, 1.3 million square foot PHX01 AI campus in Avondale, Arizona, backed by Grain Management equity. (Read more)

Armada × Johnson Controls Global Framework Agreement
Johnson Controls is now Armada's primary manufacturing and thermal-systems partner for its Arizona facility, and is taking a strategic equity stake in the company. (Read more)

Mobility

Wayve's AI Driver to Enter US Stellantis Vehicles From 2028
Stellantis will integrate Wayve's end-to-end AI Driver into US vehicles by 2028, marking Wayve's second major OEM deal after its $1.2 billion Series D. (Read more)

Stellantis Deepens Applied Intuition Tie-Up Into Core Vehicle Brain
Applied Intuition is expanding beyond Stellantis's infotainment layer into STLA Brain — the core software architecture powering future Stellantis vehicles. (Read more)

Texture Raises $12.5M to Power EV-Stressed Utility Grid Software
Texture closed a $12.5 million Series A to build the operating system that gives grid operators real-time visibility over EV chargers, batteries, and renewables. (Read more)

Sponsored by:

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Energy Transition

Enel Snaps Up 270 MW U.S. Solar Portfolio for $140M
Enel Green Power North America is acquiring seven operational solar plants totaling 270 MW across Virginia, North Carolina, and South Carolina for $140 million. (Read more)

Veriten's $105M Fund II Close Backs Next Wave of Energy Tech
Houston's Veriten hit a $105 million first close on its second energy-tech venture fund, surpassing its $85 million debut fund from 2023. (Read more)

Nextpower's $80.5M Zigor Deal Unlocks Solar Inverter Market
Nextpower is paying $80.5 million to acquire Zigor's solar inverter and battery storage assets, entering the utility-scale power conversion market by 2027. (Read more)

Elong Power Closes $6M Public Offering for Battery Energy Storage
Elong Power raised $6 million through a public unit offering to fund lithium-ion battery solutions for energy storage and EVs — a rare micro-cap public-markets play. (Read more)

Antora Commissions One of the World's Largest Thermal Batteries

Antora Energy has commissioned a 5 GWh thermal battery at POET's South Dakota biofuels plant, delivering round-the-clock industrial heat under a long-term offtake agreement. (Read more)

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