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- 💰💣 Another $38B Milestone
💰💣 Another $38B Milestone
OpenAI & AWS Reach Historic Deal
Dear Friend,
As November 2025 begins, the tech and infrastructure sectors continue their explosive growth across all fronts. In data centers, the momentum is undeniable—OpenAI and Amazon Web Services just sealed a historic $38 billion, 7-year partnership guaranteeing massive GPU supply for AI development, while Microsoft simultaneously committed $15.2 billion to expand AI infrastructure in the UAE through 2029. Global expansion continues with Nvidia and Deutsche Telekom investing $1.2 billion in German data centers to serve enterprise giants like SAP, and OpenAI, Oracle, and Related Digital announcing a major Michigan campus with over 1 GW capacity as part of the Stargate North American push. Microsoft's $9.7 billion AI cloud deal with IREN for Nvidia GB300 GPUs in Texas, Apollo's acquisition of Stream Data Centers, and the Saudi PIF-backed HUMAIN partnering with Blackstone's AirTrunk on a $3 billion Saudi flagship data center signal that capital continues flowing to infrastructure at record scale.
Mobility is undergoing a fundamental shift toward autonomous systems and electric transportation. Nvidia and Uber revealed a landmark partnership to deploy a global fleet of 100,000 AI-powered robotaxis using Stellantis vehicles, while DeepRoute.ai secured $500 million in funding to launch robotaxis across China with plans for 150,000 consumer-assisted vehicles. On the logistics side, UPS completed its $1.6 billion acquisition of Andlauer Healthcare Group to expand cold chain and pharmaceutical capabilities, and the European Commission cleared a $1.44 billion merger between AAM and Dowlais, creating a powerhouse in EV, hybrid, and traditional driveline components.
The energy transition is consolidating capital across renewables and nuclear infrastructure. Apollo committed $6.5 billion to Hornsea 3, the world's largest offshore wind farm in the UK, while Poland's ORLEN secured PLN $3.5 billion for Baltic offshore wind projects. Industry and government signed an $80 billion pact to accelerate U.S. nuclear reactor build-out, and SM Energy and Civitas closed a $12.8 billion Permian Basin merger positioning them as a leading producer.
Physical AI is attracting substantial venture attention across robotics sectors. Austin-based Infravision raised $91 million for drone-powered power infrastructure maintenance, while Agtonomy secured $18 million to scale agricultural robotics, Zurich's mimic landed $16 million for AI-powered robotic hands in manufacturing and logistics, and Cruise founder Kyle Vogt's new household robotics venture raised $250 million at a $4 billion valuation to automate everyday tasks.
Stay sharp,
Vitaly Golomb |  |
Data Centers
1. OpenAI and AWS Secure $38B AI Cloud Alliance
OpenAI signs an unprecedented $38 billion, 7-year cloud partnership with Amazon Web Services, guaranteeing huge GPU supply for AI development.
2. Microsoft Pours $15.2B Into UAE for AI Data Centers
Microsoft commits $15.2 billion to expand advanced, AI-driven cloud infrastructure in the United Arab Emirates, fueling rapid regional growth through 2029.
3. Nvidia, Deutsche Telekom Invest $1.2B in German Data Center
Nvidia and Deutsche Telekom unveil a $1.2 billion joint data center plan for Germany, targeting top-tier enterprise clients like SAP.
4. Massive Michigan Data Center Expansion Led by OpenAI, Oracle, Related Digital
OpenAI, Oracle, and Related Digital announce a huge data center campus in Michigan, with over 1 GW capacity as part of Stargate’s North American push.
5. Lambda & Microsoft Strike Multi-Billion AI Infrastructure Pact
Lambda collaborates with Microsoft to deploy cutting-edge Nvidia-powered AI infrastructure via a multi-billion dollar agreement.
6. Microsoft Partners with IREN for $9.7B Texas Cloud Hardware Upgrade
Microsoft enters a $9.7 billion contract for access to Nvidia GB300 GPUs at IREN’s Texas data center, pivoting ex-bitcoin mining to AI cloud services.
7. Apollo Acquires Stream Data Centers, Plans Large-Scale Expansion
Apollo’s acquisition of Stream Data Centers positions it to scale up hyperscale infrastructure across North America.
8. Saudi PIF-Backed HUMAIN and AirTrunk Launch $3B Data Center Campus Saudi Public Investment Fund’s HUMAIN and Blackstone’s AirTrunk partner for a $3 billion Saudi flagship data center, signaling big ambitions in the region.
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Mobility
1. UPS Completes $1.6B Buyout of Andlauer Healthcare Group
UPS finalizes a $1.6 billion acquisition expanding its cold chain and pharmaceutical logistics footprint across North America.
2. European Commission Clears $1.44B Merger of Major Auto Suppliers
AAM and Dowlais get EU go-ahead for a $1.44 billion merger, forming a powerhouse in EV, hybrid, and ICE driveline parts.
3. Nvidia & Uber Reveal Global Robotaxi Partnership
Nvidia and Uber unite to launch a fleet of 100,000 AI-powered robotaxis, partnering with Stellantis for the vehicles.
4. DeepRoute.ai Raises $500M to Launch China Robotaxi Fleet
DeepRoute.ai plans to launch robotaxis backed by $500 million in investment, targeting deployment of 150,000 consumer-assisted vehicles.
Energy Transition
1. SM Energy and Civitas Forge $12.8B Permian Oil Merger
SM Energy and Civitas combine forces in a $12.8 billion merger, becoming a leading producer in the Permian Basin.
2. Apollo Invests $6.5B in World’s Largest Offshore Wind Project
Apollo takes a $6.5 billion stake in Hornsea 3, the world’s biggest offshore wind farm in the UK, redefining the renewables market.
3. $80B Partnership to Accelerate U.S. Nuclear Reactor Build-Out
Industry giants and the federal government sign an $80 billion pact to boost nuclear energy infrastructure nationwide.
4. ORLEN Secures PLN 3.5B for Baltic Offshore Wind Farms
Poland’s ORLEN raises PLN 3.5 billion financing for Baltic wind energy projects, advancing the country’s renewable drive.
Physical AI
1. Aerial Robotics Startup Infravision Raises $91M Series B
Austin-based Infravision gets $91 million to automate power infrastructure maintenance with drones.
2. Agtonomy Raises $18M to Expand Agricultural Robotics
Agtonomy secures $18 million to accelerate smart robotics for farming and off-road industries.
3. Swiss Startup mimic Secures $16M for AI-Powered Robotic Hands
Zurich’s mimic lands $16 million in seed funding to commercialize smart robotic hands for manufacturing and logistics.
4. Cruise Founder Kyle Vogt’s New Robotics Startup Valued at $4B
Kyle Vogt launches household robotics firm, raising $250 million at a $4 billion valuation to automate everyday chores.
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