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- 🏠The Next Industrial Revolution
🏠The Next Industrial Revolution
Capital Fuels Convergence
Dear Friend,
China just dropped $138B on AI, robotics and quantum tech while energy storage attracted $17.6B across 83 deals. Standard Bots secured $63M to scale AI-powered robotic arms as California pumped $33M into electric mobility for underserved communities. The convergence is undeniable.
Policy headwinds are mounting – Trump's IRA freeze pausing clean energy projects and new tariffs set to increase battery storage costs by 5%. Yet capital keeps flowing. Quidnet's "water battery" technology pulled $10M for AI data centers, Supernal partnered with CHC to launch commercial eVTOL networks by 2028, and the ARM Institute is building a billion-dollar AI repository for manufacturing.
Smart money sees beyond short-term turbulence. The electrified, autonomous economy is inevitable – and those positioning now will dominate the next decade.
Your move.
Warm wishes, Vitaly Golomb |  |
Mobility
1. California Awards $33M for Clean Mobility Projects The California Air Resources Board allocated $33 million through the Clean Mobility Options Voucher Program to expand electric vehicle carsharing, bike-sharing, on-demand shuttles, and school buses in underserved communities. This brings total investments under the program to $66 million since its inception.
2. Supernal Partners with CHC Helicopter for eVTOL Network Development Hyundai’s Supernal collaborates with CHC Helicopter and Heli-One to operationalize eVTOL vehicles for offshore energy, search-and-rescue, and passenger transport. The partnership targets commercial deployment by 2028.
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Energy Transition
1. Morgan Lewis Highlights $17.6B in Energy Storage Investments
A report revealed $17.6 billion invested across 83 energy storage deals through Q3 2024, with M&A activity rising and forecasts for continued growth driven by grid reliability demands.
2. IRA Funding Freeze Pauses Clean Energy Projects
The Trump administration’s freeze on Inflation Reduction Act funds caused delays in renewable projects, with CEOs citing investor uncertainty and reduced private capital flow.
5. Quidnet Energy Secures $10M for Geomechanical Storage
Quidnet validated its underground "water battery" technology through Texas grid tests, attracting a $10 million investment to commercialize long-duration storage for AI data centers and industrial electrification.
6. Trump Tariffs Raise Battery Storage Costs
New tariffs and potential tax credit reforms under the Trump administration are projected to increase U.S. storage system costs by 5%, impacting short-term deployment despite domestic manufacturing incentives.
Physical AI
1. Standard Bots Raises $63M Series B to Advance AI Robotics Standard Bots secured $63 million in a Series B round led by General Catalyst, with participation from Amazon Industrial Innovation Fund and Samsung Next. The funding will accelerate the development of its AI-powered RO3 robotic arms and expand accessibility to programmable automation solutions for manufacturing and logistics.
2. ARM Institute Launches $1B AI Data Foundry for Manufacturing Robotics The Advanced Robotics for Manufacturing (ARM) Institute issued a project call to build a national repository for AI-driven manufacturing resources. The initiative focuses on collecting and organizing industrial robotics data, improving AI model training, and enabling transfer learning for scalable automation solutions.
3. Mantis Robotics Secures ABICO Group Investment for Fenceless Automation Mantis Robotics announced strategic funding from Taiwan’s ABICO Group to scale production of its sensor-equipped, fenceless robotic arms. The partnership includes distributing Mantis robots in Japan and Taiwan while leveraging ABICO’s manufacturing expertise for industrial automation.
4. China Unveils $138B State Fund for AI, Robotics, and Quantum Tech China’s National Development and Reform Commission launched a 1 trillion yuan ($138 billion) state venture capital fund to advance AI, quantum computing, robotics, and hydrogen energy. The initiative aims to counter US tech restrictions and position China as a leader in next-gen industrial technologies.
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