⚡💧Google's Historic $3B Bet

Clean Energy Records Shattered

Dear Friend,

With July in full swing, the technology investment landscape showcases remarkable momentum across three critical sectors, with Physical AI leading disclosed funding at $551 million, while energy transition demonstrates unprecedented scale through billion-dollar infrastructure commitments.

Mobility accelerates autonomous deployment with Uber's strategic $300 million commitment to Lucid for deploying 20,000 Gravity SUVs as robotaxis over six years, complemented by a multi-hundred-million investment in autonomous vehicle startup Nuro. European innovation advances as Berlin's MOTOR Ai secures €17.1 million in seed funding to deploy neuroscience-driven autonomous vehicle technology on German public roads. Meanwhile, consolidation continues with Zeekr Group's definitive merger agreement with Geely Automobile Holdings, expected to close in Q4 2025, positioning the premium new energy vehicle group for enhanced market presence1.

Energy transition commands attention with Google's historic $3 billion hydropower agreement with Brookfield Asset Management, representing the world's largest corporate hydroelectric power purchase to support Google's $25 billion data center expansion through 2027. Cross-border investment flows intensify as Brookfield Renewable commits up to $1 billion to increase its stake in Colombian energy firm Isagen to 38%, with Qatar Investment Authority contributing $500 million for a 15% shareholding. The sector demonstrates technological diversity with Elements Green's €80 million platform financing for 13 GW of utility-scale solar and battery projects across four countries, Cero Generation's £200 million facility for UK solar and storage development, and breakthrough infrastructure like AMEA Power's 300 MWh solar-powered battery system near Cairo—Egypt's first grid-scale battery storage project.

Physical AI experiences exceptional funding momentum with defense-tech startup Hadrian raising $260 million in Series C funding from Founders Fund and Lux Capital to expand defense component production and complete a 270,000-square-foot robotic manufacturing facility in Mesa, Arizona. Medical robotics advances through Zimmer Biomet's $177 million acquisition of Monogram Technologies, expanding their suite with semi-autonomous and fully autonomous AI-navigated surgical technologies. Construction automation gains traction as former Waymo engineers launch Bedrock Robotics with $80 million in combined funding to retrofit existing construction equipment, targeting the $13 trillion global construction market amid a 500,000 worker shortage. International expansion accelerates with Richtech Robotics' $4 million sales agreement with Beijing Tongchuang Technology for their Adam, Scorpion, and Titan robot lines, while defense applications strengthen through Israeli company XTEND's $30 million Series B extension for AI-powered tactical autonomous robotic systems deployed by the U.S. Department of Defense.

Stay sharp,

Vitaly Golomb
Managing Partner
Mavka Capital

Mobility

1. Uber announces multi-hundred-million-dollar investment in Lucid and Nuro for robotaxi deployment
Uber committed $300 million to EV maker Lucid and a multi-hundred-million-dollar investment in autonomous vehicle startup Nuro to deploy at least 20,000 Lucid Gravity SUVs as robotaxis over six years.
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2. World Bank’s IFC invests $20 million in Indian EV firm Transvolt Mobility
The International Finance Corporation (IFC) committed $20 million as part of a $50 million round to support the scaling of electric vehicle production by Transvolt Mobility.
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3. Zeekr Group Enters Definitive Merger Agreement
Zeekr Group, the world's leading premium new energy vehicle group, entered into a definitive merger agreement with Geely Automobile Holdings Limited for acquisition, with the merger expected to close in Q4 2025.
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4. Berlin’s MOTOR Ai raises €17.1M to expand autonomous driving in Europe

German mobility startup MOTOR Ai announced a €17.1 million Seed funding round to bring its neuroscience-driven autonomous vehicle technology into full deployment, starting with German public roads.
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Energy Transition

1. Google secures $3 billion hydropower deal with Brookfield Asset Management
Google igned a $3 billion agreement with Brookfield Asset Management to source clean energy from two hydropower plants in Pennsylvania, representing the world’s largest corporate hydroelectric power purchase agreement and supporting Google’s $25 billion data center expansion across the region by 2027.
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2. Innergex Renewable Energy acquisition completed
Innergex Renewable Energy Inc. was acquired at CAD 13.75 per share with all regulatory approvals received by July 16, 2025, finalizing a privatization move that will see the company delisted from the Toronto Stock Exchange.
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3. Elements Green raises €80 million for solar and battery pipeline
Elements Green secured platform financing of €80 million from Copenhagen Infrastructure Partners to accelerate its 13 GW portfolio of utility-scale solar PV and BESS projects across four countries.
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4. Cero Generation closes £200 million UK solar and storage financing
Cero Generation reached financial close on a £200 million facility to develop a portfolio of co-located UK solar and battery storage projects in partnership with major institutional investors.
Read more

5. AMEA Power commissions Egypt’s first grid-scale battery storage
AMEA Power completed a 300 MWh solar-powered battery energy storage system near Cairo, delivered ahead of schedule, with financial backing from the International Finance Corporation, establishing a milestone for Egypt’s power sector.
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6. Amogy Secures $23M for Ammonia-to-Power Solutions
New York-based clean energy startup Amogy accelerated ammonia-to-power solutions with a $23 million funding boost, representing one of the top hydrogen startups powering the net-zero future.
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7. Brookfield Renewable to invest up to $1 billion in Colombian energy company Isagen
Brookfield Renewable announced plans to increase its stake in Colombian energy firm Isagen S.A. to about 38%, with Qatar Investment Authority contributing around $500 million to raise its shareholding to about 15%.
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8. GTT Strategic Ventures invests in wave energy leader CorPower Ocean
GTT Strategic Ventures participated in a Series B funding round for CorPower Ocean, following a successful first close of 32 million euros led by NordicNinja VC, SEB Greentech and EIT InnoEnergy, with additional backing from Tokyo Gas via Acario.
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Physical AI

1. Bedrock Robotics raised $80 Million Series A
Former Waymo engineers launched Bedrock Robotics with $80 million in combined seed and Series A funding from Eclipse and 8VC to develop autonomous systems that retrofit existing construction equipment, targeting the $13 trillion global construction market amid a shortage of 500,000 construction workers.
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2. Hadrian raised $260 Million Series C
Defense-tech startup Hadrian raised $260 million in equity and debt funding led by Founders Fund and Lux Capital to expand production of defense components and complete a 270,000-square-foot robotic manufacturing facility in Mesa, Arizona.
Read more

3. Zimmer Biomet Acquires Monogram Technologies for $177 Million
Medical device giant Zimmer Biomet announced a definitive agreement to acquire orthopedic robotics company Monogram Technologies for $177 million in cash, expanding their robotics suite with semi-autonomous and fully autonomous AI-navigated surgical technologies.
Read more

4. Richtech Robotics signed $4 Million Sales Deal
Nevada-based AI-driven service robot provider Richtech Robotics signed a multi-million-dollar sales agreement with Beijing Tongchuang Technology, expanding their footprint in China with products from their Adam, Scorpion, and Titan robot lines.
Read more

5. TEND Secures $30 Million Series B Extension for AI-Powered Tactical Robotics
Israeli AI robotics company XTEND completed a $30 million extension to its $70 million Series B round, co-led by Aliya Capital Partners and Protego Ventures. The funding will scale production of AI-powered tactical autonomous robotic systems used by the U.S. Department of Defense and allied forces.
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Information provided by Mavka Capital. Securities are offered through Finalis Securities LLC, a member of FINRA/SIPC. Mavka Capital and Finalis Securities LLC are separate, unaffiliated entities. The information contained in this message does not constitute legal advice and should not be considered an offer to purchase or a solicitation to sell securities or any other financial instruments; it is for informational purposes only.