Dear Friend,

In the mobility sector, the Pentagon's historic $13.4 billion FY26 budget, allocated explicitly for autonomy and autonomous systems, signals an unprecedented institutional commitment. Meanwhile, Xona Space Systems' $92 million Series B funding, including $20 million from SpaceWERX, highlights the convergence of satellite navigation with defense applications across the automotive and logistics sectors. This military-commercial dual-use trend accelerates as geopolitical tensions drive both public funding and private capital into resilient mobility solutions.

Energy transition demonstrates remarkable momentum despite policy headwinds. Meta's strategic expansion with 791 MW of additional solar and wind power through Invenergy partnerships, bringing their total to 1.8 GW, exemplifies how hyperscale data center operators are driving renewable demand. The federal court's order to release $3.3 billion in EV charger infrastructure funding to 14 states, overruling administration attempts to withhold funds, underscores the institutional momentum behind electrification infrastructure. However, the Senate's 51-49 vote to terminate clean energy tax credits after 2027 creates both urgency and opportunity for accelerated deployment.

Physical AI achieves critical mass with Galbot's $153 million funding led by battery giant CATL, demonstrating how established industrial players are backing embodied AI robots. SoftBank's audacious $1 trillion "Project Crystal Land" proposal for an Arizona AI and robotics complex involving TSMC and Samsung represents the scale of infrastructure thinking now required. NVIDIA's revelation that robotics constitutes one of their two largest growth opportunities, with their robotics segment generating $567 million quarterly revenue (up 72% year-over-year), confirms the sector's transition from research curiosity to revenue driver.

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Mobility

1. Defense Department's FY26 Budget Request for Autonomy and Unmanned Systems
The Pentagon announced its FY26 budget request includes $13.4 billion specifically for autonomy and autonomous systems, with $3.1 billion for counter-unmanned aerial systems across all services, marking the first time the Department of Defense has created a dedicated autonomy budget line.
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2. Air Force ARRW Hypersonic Missile Procurement
The Air Force requested $387.1 million in FY26 to acquire its first hypersonic AGM-183A Air-Launched Rapid Response Weapon (ARRW) missiles, transitioning the program from development to formal procurement after considering cancellation in 2024.
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3. Xona Space Systems Series B Funding
Xona Space Systems raised $92 million in Series B funding led by Craft Ventures, with $20 million from SpaceWERX (U.S. Space Force), to develop satellite-based navigation technology for defense, automotive, and logistics applications.
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4. NATO Summit Defense Spending Commitment
NATO's 32 members committed to spending 5% of GDP on defense by 2035 during the summit in The Hague, with fast-track innovation initiatives and a Rapid Adoption Action Plan to bring new technologies to service within 24 months.
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5. Federal Court Orders EV Charger Funding Release
A federal judge ordered the Trump administration to release billions in EV charger infrastructure funding to 14 states, overruling the administration's attempt to withhold $3.3 billion from the $5 billion program established under the Bipartisan Infrastructure Law.
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Energy Transition

1. Meta Platforms Expands Renewable Energy Portfolio
Meta signed four additional agreements with Invenergy for 791 MW of solar and wind power to support data center operations, bringing their total partnership to 1.8 GW.
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2. Meta Acquires Texas Solar Environmental Attributes
Adapture Renewables announced Meta has executed two environmental attributes purchase agreements for 360 MW involving two solar projects in Texas, scheduled for commercial operations in 2027.
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3. Sasol and Akuo Sign 15-Year Virtual PPA
Sasol International Chemicals and Akuo Energy signed a 15-year virtual power purchase agreement for 91 MW from the 195-MW Tennyson solar farm in Texas, expected to reduce CO2 emissions by 90,000 tons annually.
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4. BrightNight Brings 300-MW Arizona Solar Project Online BrightNight announced commercial operations began at the 300-MW Box Canyon solar project in Arizona, the first in their 2.5-GW Arizona portfolio to reach operations.
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5. Gridmatic Signs 10-MW PPA with Sol Systems
AI-enabled power marketer Gridmatic signed a 10-MW power purchase agreement for electricity from the Mars Solar project in Texas, managed by Sol Systems.
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6. Senate Proposes Harsh Tax Changes for Renewable Energy
The Senate advanced legislation with a 51-49 vote that would terminate clean energy tax credits for wind and solar projects after 2027 and impose penalties on new projects with foreign supply chain components.
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7. India Proposes Faster Clean Energy Deal Approval
India's power ministry proposed new rules requiring electricity distribution companies to seek regulatory approval within 30 days of signing clean energy procurement contracts, aimed at accelerating the country's 500 GW renewable capacity goal by 2030.
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8. Global M&A Hits $1.8 Trillion with Energy Sector Participation
Bloomberg reported that global M&A activity reached $1.8 trillion in the first half of 2025, with significant participation from the energy sector including Constellation Energy's acquisition of Calpine Corp valued at around $30 billion.
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Physical AI

1. SoftBank's $1 Trillion AI Robotics Hub Proposal
SoftBank founder Masayoshi Son pitched a $1 trillion industrial complex in Arizona to build robots and artificial intelligence in partnership with TSMC, representing one of the largest proposed investments in physical AI infrastructure.
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2. Neura Robotics Targets €1 Billion Fundraising
German startup Neura Robotics began approaching investors for up to €1 billion ($1.2 billion) in new funding as the company prepares to debut its humanoid robot.
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3. Chinese Embodied AI Startup Galbot Raises $153 Million
Galbot secured 1.1 billion yuan ($153 million) in funding co-led by battery giant CATL and Puquan Capital to advance embodied AI general-purpose robots, representing significant investment in the physical AI sector.
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4. NVIDIA and Partners Showcase Physical AI at Automatica
NVIDIA highlighted next-generation robotics and AI technologies at Europe's premier robotics conference, demonstrating the integration of AI into real-world manufacturing applications with various partners.
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5. ForSight Robotics Raises $125 Million Series B
The Israeli robotic surgery company completed a $125 million Series B round led by Eclipse, bringing total funding to $195 million to advance its ORYOM robotic surgery platform for ophthalmic procedures.
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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.