🦾 Humanoid Revolution Hits $5.6B

Meanwhile, AI Infrastructure Boom Accelerates

November 25, 2025

Dear Friend,

As November 2025 draws to a close, physical AI captures major investor attention with Physical Intelligence reaching a $5.6 billion valuation on a $600 million funding round for robot foundation models, while Apptronik approaches a $5 billion valuation securing nearly $400 million to accelerate Apollo humanoid robot production.

Data centers see unprecedented capital deployment as Amazon announces up to $50 billion in AI infrastructure investments for U.S. government customers and commits $3 billion to a Mississippi data center campus, while Brookfield Asset Management launches a $100 billion global AI infrastructure fund backed by Nvidia and Schneider Electric secures $2.3 billion in deals for AI-optimized data centers.

Mobility advances through strategic investments with Macquarie proposing a $7.5 billion acquisition of Qube Holdings, while energy transition accelerates with X-energy raising $700 million for advanced nuclear reactors and Siemens Energy committing $2.3 billion to grid manufacturing and modernization worldwide.

Finally, this week we’re giving you some extra content to read over the upcoming holiday.

Check out my two recent EY articles on the emerging tech of the human-machine hybrid here and how superfluid enterprises reshape organizations here.

Stay sharp,

Vitaly Golomb
Managing Partner
Mavka Capital

Physical AI

1. Physical Intelligence Raises $600M
Physical Intelligence hits a $5.6 billion valuation after securing $600 million to build foundation models for robots with top tech investors backing the venture.

2.  Flexion Raises $50M Series A 
Flexion lands $50 million to scale its ultra-precise location tech for drones, autonomous vehicles, and robots in global markets.

3. Apptronik Eyes $5B Valuation in Giant Robotics Deal 
Austin’s Apptronik nears $400 million in funding to supercharge Apollo humanoid robot production, drawing heavyweight backers like Google and B Capital for a bold leap in industry automation.

4.  Foxconn and Intrinsic Form Joint Venture 
Foxconn teams with Alphabet’s Intrinsic to launch AI robotics in Foxconn’s US manufacturing, blending leading-edge automation and production know-how.

Sponsored by:

Shoppers are adding to cart for the holidays

Peak streaming time continues after Black Friday on Roku, with the weekend after Thanksgiving and the weeks leading up to Christmas seeing record hours of viewing. Roku Ads Manager makes it simple to launch last-minute campaigns targeting viewers who are ready to shop during the holidays. Use first-party audience insights, segment by demographics, and advertise next to the premium ad-supported content your customers are streaming this holiday season.

Read the guide to get your CTV campaign live in time for the holiday rush.

Data Centers

1. Schneider Electric Secures $2.3B US Data Center Deals 
Schneider Electric inks $2.3 billion in deals to boost AI-optimized, energy-efficient data centers for Switch and other operators.

2. Brookfield Asset Management Launches $100B AI Infrastructure Fund
Brookfield unveils a $100 billion global AI infrastructure initiative, with heavyweight backers like Nvidia, aiming to transform data centers and chip supply chains worldwide.

3.  Amazon Announces $3B Mississippi Data Center Investment 
Amazon commits $3 billion to a new data center campus in Mississippi, creating hundreds of tech jobs and expanding state infrastructure.

4. Amazon to Invest Up to $50B in AI Infrastructure for Government 
Amazon plans up to $50 billion for AI and supercomputing capacity serving US government sectors, increasing security and computational power

5. TCS Secures $1B Investment from TPG
TCS partners with TPG for about $1 billion in HyperVault, accelerating India’s AI-ready data center rollout.

Mobility

1. Macquarie Proposes $7.5B Qube Holdings Acquisition
Macquarie offers $7.5 billion to acquire Qube Holdings, aiming for a logistics shakeup with 28% premium bid.

2.  Point One Navigation Raises $35M Series C 
Point One bags $35 million to expand pinpoint location tech for autonomous vehicles and robotics.

3. IndiGo Approves $820M Aircraft Investment 
IndiGo sets aside $820 million to buy aviation assets, transitioning from predominantly leased fleets.

4. Autonomy Invests $25M in EV Fleet Expansion 
Autonomy invests $25 million to expand its electric vehicle fleet with over 1,000 new cars, diversifying beyond Tesla.

Sponsored by:

74% of Companies Are Seeing ROI from AI.

Incomplete data wastes time and stalls ROI. Bright Data connects your AI to real-time public web data so you launch faster, make confident decisions, and achieve real business growth.

Energy Transition

1. Siemens Energy to Invest $2.3B in Grid Manufacturing 
Siemens Energy pledges $2.3 billion for factory upgrades and grid modernization worldwide.

2.  X-energy Raises $700M Financing Round
X-energy raises $700 million to accelerate deployment of advanced nuclear reactors, backed by robust pre-orders.

3. Swift Solar Announces Strategic Cooperation with Plenitude
Swift Solar launches pilot partnership with Plenitude to test next-gen solar tech in utility-scale deployments.

4.  NeoVolta Raises $13M for US Manufacturing Expansion 
NeoVolta secures $13 million to open a new battery manufacturing facility in Georgia with 2026 launch planned.

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.