
Dear {{First_Name|Friend}},
As February unfolds, Physical AI and robotics surged this week as Bedrock Robotics raised $270 million to scale autonomous heavy construction equipment and Machina Labs closed a $124 million Series C to build a robot-driven “Intelligent Factory.” Data center scale jumped again as Blackstone led a $10 billion private credit facility for Firmus Technologies’ 1.6 GW national AI data center rollout in Australia, while SpaceX acquired xAI in a record‑setting $1.25 trillion deal to build data centers in space.
Mobility and energy transition kept pace, from Overland AI’s $100 million raise for autonomous military ground vehicles and Applied EV’s $40 million Series B for Level 4 electric platforms to Lunar Energy’s $232 million for home solar-battery systems and Aypa Power’s record $1.5 billion credit facility for utility-scale storage.
Stay sharp,


Vitaly Golomb
Managing Partner
AI, Robotics, Mobility, Energy
[email protected]
Misha Edel
Partner
Data Center, Ind. Automation, PropTech
[email protected]
Physical AI
Bedrock Robotics Lands $270M
Ex-Waymo founders raise $270 million to turn excavators, bulldozers, and loaders into fully autonomous heavy equipment, cementing Bedrock as a flagship player in Physical AI construction at a $1.75 billion valuation. (Read more)
Machina Labs Raises $124M for Robot Missile Factory
Machina Labs secures $124 million to build a 200,000‑sq‑ft “Intelligent Factory” that uses robots to shape missile structures and advanced mobility airframes, tying AI robotics directly into defense manufacturing. (Read more)
Beijing’s $100M State Humanoid Hub
China’s state-backed Tiangong humanoid robot platform pulls in ~$100 million from government funds and Baidu to build a national champion in humanoid robotics. (Read more)
Gather AI Nabs $40M for Drone Warehouses
Gather AI raises $40 million to scale fleets of inventory‑scanning drones that turn warehouses into real‑time, vision‑powered digital twins after 250% bookings growth in 2025. (Read more)
Apeiron Labs Closes $9.5M for Ocean AUV Swarms
Apeiron Labs raises $9.5 million to mass‑produce compact autonomous submarines for continuous ocean monitoring across defense, climate, and commercial use. (Read more)
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Data Centers
Blackstone Leads $10B Debt for Firmus AI Data Centers
Blackstone and Coatue are backing a $10 billion private credit facility so Firmus can roll out up to 1.6 GW of Nvidia‑powered AI data centers across Australia by 2028. (Read more)
Apollo Nears $3.4B Nvidia Chip Financing for xAI
Apollo is structuring a ~$3.4 billion loan to buy Nvidia chips and lease them to xAI, doubling down on the GPU‑as‑an‑asset‑class model after a prior $3.5 billion deal. (Read more)
SpaceX–xAI $1.25T Merger Targets Space Data Centers
SpaceX acquires xAI in a record‑setting $1.25 trillion deal, aiming to build solar‑powered data centers in space by fusing launch, satellites, and AI into one stack. (Read more)
KKR & Singtel Buy STT GDC for $5.2B
A KKR‑Singtel consortium is paying about $5.2 billion for the rest of STT GDC, valuing the Southeast Asian data center operator at $13.8 billion in the region’s biggest data center deal to date. (Read more)
Mobility
Overland AI Raises $100M for Off‑Road Autonomy
Overland AI grabs $100 million (including $20 million in venture debt) to scale autonomous ground vehicles already trialed by the U.S. Army, Marines, and Special Operations Command. (Read more)
Applied EV Closes $40M for Level 4 Industrial EVs
Applied EV secures $40 million, largely from Australia’s National Reconstruction Fund, to ramp production of its Blanc Robot, a Level 4 autonomous EV for industrial logistics. (Read more)
Avalanche Energy Raises $29M for Compact Fusion
Avalanche Energy secures $29 million to push micro‑fusion reactors aimed at powering drones, satellites, and distributed mobility systems. (Read more)
Mitra EV Raises $27M for Fleet Electrification
Mitra EV raises $27 million to expand its no‑upfront‑cost EV leasing and shared charging platform for small and mid‑size commercial fleets. (Read more)
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Energy Transition
Lunar Energy Raises $232M for Home VPP Platform
Lunar Energy locks in $232 million across Series C and D to scale a combined solar‑plus‑battery hardware stack and VPP software that turns homes into grid‑balancing power assets. (Read more)
Aypa Power Secures $1.5B for Grid‑Scale Storage
Aypa Power closes a record $1.5 billion warehouse credit facility, expandable by another $0.5 billion, to build utility‑scale energy storage projects through 2028. (Read more)
Varaha Bags $20M for Global South Carbon Removal
Varaha raises an initial $20 million tranche of a planned $45 million Series B to expand carbon removal projects across Asia and Africa, backed by WestBridge Capital’s first climate deal. (Read more)
TWAICE Secures €24M ($29M) EIB Financing
TWAICE obtains €24 million in venture debt from the European Investment Bank to scale predictive battery analytics that boost performance and lifetime for energy storage fleets. (Read more)


