đźšš AI Ignites GM's Robotic Factories

Nvidia Omniverse Fuels Next-Gen Mobility

March 25, 2025

Dear Friend,

This week, REE Automotive's $770 million autonomous vehicle partnership exemplifies the surge in next-generation transportation solutions, while Hyundai and GM's potential collaboration on electric vans and pickup trucks signals a major shift in the automotive landscape.

In the energy sector, Energy Vault's acquisition of the 1,000 MWh Stoney Creek Battery Energy Storage System for $220 million underscores the growing importance of large-scale energy storage solutions. Meanwhile, Ardian's acquisition of Akuo, a major renewable energy developer, highlights the increasing focus on scaling decarbonization infrastructure.

The Physical AI revolution is in full swing, with Nvidia expanding its Omniverse platform across manufacturing, simulating humanoid robots for factory automation and logistics optimization. The company's partnership with GM to integrate AI into factory robotics and autonomous vehicle development showcases the transformative potential of AI in traditional industries. Nvidia's acquisition of Gretel.AI further strengthens its position in synthetic data generation for training physical AI systems.

Your insights fuel this conversation. Thank you for engaging, and may this edition spark bold ideas.

Warm wishes,

Vitaly Golomb
Managing Partner
Mavka Capital

Mobility

1. REE Automotive Signs $770M Autonomous Vehicle Partnership: REE Automotive entered into a non-binding MOU with a leading global technology company to develop and produce thousands of autonomous vehicles based on REE's P7 platform, targeting production by 2027 with potential revenues of up to $770 million over five years.

2. Hyundai to Supply GM with Electric Vans for North America: Hyundai plans to initially produce electric vans in South Korea for both its own brand and GM, with potential North American production by 2028, while GM would provide its Chevrolet Colorado and GMC Canyon models to Hyundai.

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Energy Transition

1. Energy Vault Acquires 1,000 MWh Australian Battery Storage Project
Energy Vault acquired the 125 MW/1,000 MWh Stoney Creek Battery Energy Storage System (BESS) from Enervest Group for $220 million, backed by a 14-year services agreement with Australia’s energy market operator. This expands Energy Vault’s presence in Australia’s fast-growing storage sector.

2. Ardian Acquires French Renewable Energy Producer Akuo
Private equity firm Ardian agreed to acquire Akuo, a major independent renewable energy developer with 1.9 GW of operational capacity, to accelerate its expansion toward 5 GW by 2030. The deal underscores Ardian’s focus on scaling decarbonization infrastructure.

Physical AI

1. Nvidia and GM Expand Partnership for Physical AI in Manufacturing and Autonomous Vehicles
Nvidia and General Motors announced a partnership to integrate Nvidia’s Omniverse with Cosmos platform and Drive AGX hardware into GM’s factory robotics, autonomous vehicle development, and manufacturing processes. The collaboration aims to optimize production through AI-driven simulations and enhance next-gen vehicle safety features.

2. Nvidia Expands Omniverse Physical AI Partnerships Across Manufacturing
Nvidia announced expanded adoption of its Omniverse platform, with companies like Schaeffler, Hyundai, and Foxconn using its "Mega" blueprint to simulate humanoid robots (e.g., Agility Robotics’ Digit and Boston Dynamics’ Atlas) for factory automation and logistics optimization.

3. Rerun Raises $17M for Physical AI Database Platform
Rerun secured $17M in seed funding led by Point Nine to develop its multimodal database for robotics and autonomous systems. The platform aids in debugging AI behavior by visualizing sensor data and 3D environments.

4. Nvidia Acquires Synthetic Data Leader Gretel AI
Nvidia acquired Gretel AI in a nine-figure deal to enhance synthetic data generation for training physical AI systems. The acquisition strengthens Nvidia’s AI pipeline and positions it to address data scarcity in robotics and autonomous vehicles.

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