
Dear {{First_Name|Friend}},
As we start the third week of July, physical AI again takes center stage as Humanoid becomes Europe’s first humanoid robotics unicorn with a $152 million Series A, while data centers keep scaling as KKR launches its $10 billion Helix Digital Infrastructure platform backed by Nvidia and the Kuwait Investment Authority.
Mobility shifts gears as Uber agrees to acquire Delivery Hero for $14.8 billion, extending its combined delivery-and-rides network across nearly 100 markets. Energy transition surges forward with Masdar closing $5.1 billion in financing for a gigascale UAE clean-power project, proptech consolidates as Milhaus and SRG Residential merge into a $2.5 billion multifamily platform, and defense & aerospace sees SWISSto12 close a $70 million Series C to expand its satellite payload business.
Stay sharp,

Misha Edel
Partner
Data Centers, AI & Ind. Automation, PropTech
[email protected]
LinkedIn

Yana Holets
Partner
IT Services, AI & Ind. Automation
[email protected]
LinkedIn
Physical AI
UK's Humanoid Becomes Europe's First Robotics Unicorn
Humanoid raises $152 million Series A at a $1.35 billion valuation, fueling wheeled industrial robot production. (Read more)
Disclosure: Humanoid is a Mavka Capital client
Walden Robotics Emerges From Stealth With $300M Seed
A Toyota spin-out unveils wheeled humanoid robots already clocking shifts on a real factory floor. (Read more)
Sereact Expands Warehouse Robotics Round to $116M
Zalando jumps into a warehouse-AI Series B, pushing total funding for the robotics upstart past $145 million. (Read more)
TerraFirma Raises $115M for Autonomous Construction Robots
Ex-SpaceX engineers land Kleiner Perkins backing to send self-driving excavators and loaders onto job sites. (Read more)
Sponsored by:
Win AI Search Without a Big Team
92% of VCs use AI to find companies. 58% of buyers start there too. If you're not showing up in AI answers, you're invisible before the conversation even starts. Join HubSpot for Startups, Anthropic, and Marketing Against the Grain on July 30th (11am ET) for a live AEO teardown. Real startup. Real recs. Register and unlock the free Startup Visibility Bundle.
Data Centers & IT Services
KKR's Helix Digital Infrastructure Formally Launches With $10B
A hyperscale data-center platform debuts with Kuwait, Nvidia, and Vistra behind it, led by ex-AWS chief Adam Selipsky. (Read more)
Nebius Secures $775M Debt Facility for AI Buildout
An AI cloud provider taps its GPU fleet as collateral for a first-ever secured debt deal to fuel global expansion. (Read more)
General Compute Secures $400M Debt for Inference Neocloud
An inference startup swaps GPUs for SambaNova chips, locking in massive debt and chip-supply guarantees to scale fast. (Read more)
Smart Mobility
Uber Acquires Delivery Hero for $14.8B Total
Uber snaps up Germany's food-delivery giant, stretching its combined rides-and-delivery footprint across nearly 100 markets worldwide. (Read more)
China's SineDrone Lands RMB 300M (~$42M) Series C Round
An autonomous heavy-truck logistics player scores fresh capital to push self-driving tech across ports and industrial corridors. (Read more)
Sheryl Sandberg Leads $10M Round in AI Vehicle-Inspection Startup
A smartphone-camera platform that scans car damage for insurers and lenders wins backing from Meta's former COO. (Read more)
Energy Transition
Masdar Closes $5.1B Financing for UAE Baseload Project
A gigascale solar-and-battery hybrid in Abu Dhabi secures massive bank financing to deliver round-the-clock clean power. (Read more)
Giga Storage Secures $512M for Belgian Mega-Battery
Ten banks and an infrastructure fund bankroll a giant battery project designed to stabilize Belgium's power grid. (Read more)
Energyminer Raises ~$2M For River-Current Power
Modular turbines that generate electricity straight from flowing rivers get an angel-network cash boost to go commercial. (Read more)
Sponsored by:
The Most Intuitive AI agent for Executives
Catch is an AI admin that's as easy as a conversation. Just call Catch and talk, like you would any assistant. Scheduling, bookings, follow-ups: say it once, consider it done. No apps to learn, no forms to fill. Get started at catchagent.ai and speak to your admin savior today.
PropTech
Spatial AI Wearable Startup Augmodo Raises $21M
Smart badges that track retail shelves and workspaces score fresh funding, lifting the maker's valuation to $350 million. (Read more)
AI Construction Financials Startup Agave Raises $15M
A platform linking contractor finances to over a dozen ERP systems raises a Series A with Y Combinator's continued support. (Read more)
Milhaus and SRG Residential Merge Into Multifamily Platform
Two residential developers combine forces, forming a sprawling apartment platform spanning more than 20 U.S. markets. (Read more)
Defense & Aerospace
SWISSto12 Closes $70M Series C For Satellites
A profitable Swiss satellite maker adds fresh capital just weeks after securing tens of millions from European space agencies. (Read more)
Senra Systems Raises $65M Series B Round
Software-driven wire-harness manufacturing for aerospace and EVs gets a cash infusion to build out a third factory. (Read more)
Beyond Reach Labs Raises $10M Seed For Solar Arrays
Deployable satellite solar arrays win seed funding as the startup relocates to Brooklyn with over $175 million in LOIs already banked. (Read more)



