
Dear {{First_Name|Friend}},
As we enter the first week of March, Physical AI accelerates as Spirit AI raises nearly ¥2 billion to scale its Moz1 humanoid robots on CATL’s factory floors and AI Robotics secures over ¥1 billion, pushing its humanoid valuation past ¥10 billion. Data centers expand as OpenAI closes a record $110 billion round from Amazon, Nvidia, and SoftBank to fuel cloud AI infrastructure and CPP Investments with Equinix agree to acquire Nordic operator atNorth in a $4 billion deal.
Mobility gains momentum as Wayve raises $1.2 billion at an $8.6 billion valuation to launch Uber-backed robotaxi pilots and Nio’s chip unit GeniTech secures ¥2.3 billion to develop next-generation autonomous driving silicon. Energy transition scales with Enel buying 830 MW of U.S. wind and solar assets for $1 billion to build a 13 GW North American portfolio and a BlackRock–EQT consortium agreeing to acquire AES Corp at a $33 billion enterprise value amid rising AI-driven grid demand.
Stay sharp,


Vitaly Golomb
Managing Partner
AI, Robotics, Mobility, Energy
[email protected]
Misha Edel
Partner
Data Center, Ind. Automation, PropTech
[email protected]
Physical AI
Spirit AI Raises ¥2B (~$290M) to Scale Humanoid Factory Robots
China's Spirit AI hauled in ~$290 million across back-to-back rounds from heavyweights CATL, Huawei, and Xiaomi to deploy its Moz1 humanoid robots on live factory floors. (Read more)
AI² Robotics Lands ¥1.2B (~$144M) to Advance Humanoid Platforms
Shenzhen's AI² Robotics crossed a ¥10 billion valuation after a Baidu-backed Series B, with an IPO now on the horizon. (Read more)
RLWRLD Raises $26M Seed 2 for Industrial Robotics AI
Seoul-based RLWRLD pulled in $26 million (totaling $41 million in seed funding) to train robotics foundation models inside live logistics and distribution centers, with a public model debut planned for H1 2026. (Read more)
Alphabet Folds Intrinsic Robotics Unit into Google
Google is absorbing its Intrinsic robotics bet directly into the mothership, pairing it with DeepMind and Gemini to go after factory automation — putting it on a collision course with Amazon and Tesla. (Read more)
Juewu Technology Raises ¥100M+ ($14.4M) for All-Terrain Industrial Robots
Shenzhen-based Juewu scored a ~$14.4 million Series A to scale modular heavy-load robots for agriculture and urban operations. (Read more)
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Data Centers
OpenAI Raises Record $110B From Amazon, Nvidia, SoftBank
OpenAI just closed the largest private funding round in history — $110 billion from Amazon ($50 billion), Nvidia ($30 billion), and SoftBank ($30 billion) — at a $730 billion pre-money valuation. (Read more)
CPP Investments and Equinix Buy atNorth for $4B
Canada's pension giant (60% stake) and Equinix (~40%) are snapping up Nordic data center operator atNorth for ~$4 billion from Partners Group. (Read more)
Amazon Raises Spain Investment to €33.7B (~$40B)
Amazon doubled down at MWC Barcelona, adding €18 billion to bring its total data center investment in Aragon, Spain to €33.7 billion — its largest commitment outside the U.S. (Read more)
NVIDIA Invests $4B in Lumentum and Coherent
Nvidia is pouring $2 billion each into photonics companies Lumentum and Coherent to supercharge optical interconnects for next-gen AI data centers.
(Read more)
Mobility
Wayve Raises $1.2B Series D for Autonomous Driving
London's Wayve locked down $1.2 billion from SoftBank, Microsoft, Nvidia, Uber, and major automakers at an $8.6 billion valuation — with robotaxi trials on Uber launching in London this year and consumer vehicle rollouts from 2027. (Read more)
Nio's Chip Unit GeniTech Secures ¥2.3B ($330M) First Funding Round
Nio spun out its autonomous driving chip unit GeniTech (Shenji) and raised ~$330 million at a ~$1.5 billion valuation — its NX9031 chip already runs in 150,000+ vehicles. (Read more)
Einride Secures $113M PIPE Before SPAC Debut
Swedish autonomous trucking startup Einride raised an oversubscribed $113 million PIPE ahead of its NYSE SPAC listing at a $1.35 billion pre-money valuation.
(Read more)
Harbinger Acquires Phantom AI for ADAS Tech
Electric truck startup Harbinger scooped up autonomous driving firm Phantom AI and landed a licensing deal with ZF Group to sell its computer vision tech for passenger-car ADAS — creating a new software revenue stream. (Read more)
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Energy Transition
Enel Acquires $1B U.S. Wind-Solar Portfolio
Italy's Enel is buying 830 MW of operational U.S. wind and solar assets from Excelsior Energy Capital for ~$1 billion, pushing its North American renewables footprint to ~13 GW. (Read more)
Google Pays Form Energy ~$1B for Iron-Air Battery
Google is betting ~$1 billion on Form Energy's 100-hour iron-air batteries for a Minnesota data center, while the startup preps a $500 million pre-IPO round ahead of a planned public listing. (Read more)
BlackRock, EQT Acquire AES Corp for $33.4B
BlackRock's infrastructure arm and EQT are taking U.S. power company AES Corp private in a $33.4 billion enterprise-value deal, driven by insatiable AI data center electricity demand. (Read more)
Hybrid Greentech Raises €15M ($17M) for VPP Expansion
Copenhagen-based virtual power plant startup Hybrid Greentech pulled in €15 million+ to scale its AI-driven battery storage optimization platform across Europe.
(Read more)


