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Reader‐Powered 2025 Mavka Report Recap
Your Most‐Clicked Stories in 2025
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Dear Friend,
To wrap up 2025, I wanted to highlight the top links shared in the Mavka Report this year as selected by you, the readers. Below are the top clicked links in each of the four categories you see weekly.
Physical AI moved from hype to hardware this year, with capital concentrating around humanoids, legged robots, and industrial cobots that can operate in unstructured environments. Robot Era’s $69 million Series A, Galbot’s $151 million raise, and fresh rounds for Deep Robotics and Apptronik signaled that investors are now underwriting full‑stack embodied systems, not just simulation or perception software.
On the infrastructure side, data centers continued their march toward becoming the defining asset class of the AI decade, from CoreWeave’s acquisition of Core Scientific to $40 billion hyperscale build‑outs and multi‑trillion dollar forecasts for AI‑driven capacity.
Mobility and energy told a complementary story: Rivian’s ALSO spin‑out, Donut Labs’ modular platform, and Joby’s Toyota‑backed eVTOL program showed how capital is re‑architecting how people and goods move, while Masdar, ACWA, Sumitomo, and others pushed forward gigawatt‑scale wind, storage, and hydrogen projects that will power this new compute‑heavy world.
Stay sharp,
Vitaly Golomb |  |
Physical AI
1. Robot Era Raises $69M Series A for Humanoids
Humanoid robotics startup Robot Era secures 69 million dollars to scale manufacturing and accelerate its push into commercial embodied AI deployments.
2. Galbot Lands $151M for Embodied AI Robots
Galbot closes a $151 million round to fund global deployment of embodied AI robots, targeting logistics, industrial, and commercial applications.
3. Deep Robotics and Robot Era Funding
Coverage of new funding rounds into Deep Robotics and Robot Era, highlighting investor appetite for legged and humanoid platforms in the physical AI stack.
4. Apptronik Raises 3$50M Series A
Apptronik secures $350 million in Series A funding to build and commercialize next‑generation humanoid robots for industrial and logistics use cases.
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Data Centers
1. CoreWeave to Acquire Core Scientific
CoreWeave’s acquisition of Core Scientific expands its AI infrastructure footprint by combining GPU‑heavy data centers with large‑scale energy‑intensive facilities.
2. Google to Invest 40B in Texas Data Centers
Google plans a $40 billion multi‑year build‑out of new data centers in Texas, underscoring how AI demand is reshaping regional power and infrastructure markets.
3. JP Morgan: AI’s $5T Data Center Boom
JPMorgan forecasts a $5 trillion boom in AI data centers, with $1.5 trillion required from global debt markets in just five years.
4. Cerebras to Deploy AI at Uae Stargate Hub
Meta announces three-year $600 billion infrastructure investment, including data centers and jobs, after closing $27 billion Blue Owl Capital deal for Louisiana site.
Mobility
1. Rivian Spins Out Micromobility Startup Also With $105M
Rivian launches ALSO as a dedicated micromobility startup with $105 million from Eclipse to build a new platform for e‑bikes and light EVs.
2. Donut Labs Raises €25M for Plug‑and‑Play Mobility Tech
Donut Labs secures a €25 million seed round to develop modular, plug‑and‑play components that help OEMs and fleets rapidly upgrade vehicles.
3. Ford’s $5B EV Platform and Logistics Gains
Ford outlines a $5 billion EV platform rollout, highlighting in‑plant logistics and manufacturing improvements as core to its next‑gen production system.
4. Joby Aviation’s eVTOL Program Boosted by Toyota
Toyota deepens its backing of Joby Aviation’s electric air taxi program, funding development and future manufacturing of eVTOL aircraft.
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Energy
1. Masdar–Iberdrola UK Offshore Wind Deal
Masdar and Iberdrola agree on a major UK offshore wind partnership, advancing gigawatt‑scale renewables capacity and long‑term power offtake.
2. Masdar–EnBW Offshore Wind, Storage, and Green Hydrogen
Masdar and EnBW team up to develop offshore wind, grid‑scale batteries, and green hydrogen projects across the UK and Germany.
3. Sumitomo and UK Secure $10B Clean Energy Deal
The UK signs a $10 billion clean energy investment deal with Japan’s Sumitomo, focusing on large‑scale renewables and grid infrastructure.
4. Saudi Arabia Signs $8.3B Renewable Energy Deals
Saudi Arabia’s government and ACWA Power lead $8.3 billion of new renewable energy agreements, expanding solar and wind capacity.