🔋 💾 Crusoe Bets $3.9B on AI Data Centers

Plus: Softcat buys GDT for $1.05B; $550M for Temporal

September 23, 2026

Here are the key insights for the last week of Mavka Report coverage:

  • Physical AI: Capital flows beyond software to bridge digital intelligence with physical operations, exemplified by Noetive’s $41M seed round to establish an operational system of record for real-world industries.
  • Data Centers & IT Services: Capital deployment moves toward massive scale and core execution, marked by Temporal Technologies' $550M Series E to construct durable AI execution engines.
  • Smart Mobility: Investors back consumer-facing niche innovation alongside mass transit, including an $80M plant commitment for Samson Sky’s Switchblade hybrid-electric flying car.
  • Energy Transition: Capital prioritizes deep-decarbonization baseload sources, led by Mazama Energy’s $135M Series B to scale ultra-high-temperature engineered geothermal tech.
  • Proptech & Defense/Aerospace: Capital targets underlying infrastructure integrity, spanning early-stage land feasibility with syte's ~$10M Series A and silicon-rooted hardware security via Fortaegis’s $50M Series A.

Physical AI

D-Robotics Secures $400M Series C for Physical AI Chips
Fueling its Sunrise silicon chips and platform, D-Robotics gathered $400 million in Series C financing for physical AI systems.
(Read more)

Vantora Secures $100M From Silversmith to Scale Physical AI
Silversmith Capital Partners backed Vantora with $100 million in new capital to scale enterprise physical AI startups for corporate partners.
(Read more)

Noetive Closes $41M Seed Round for Physical Economy
Fresh off a $41 million seed round, Noetive is building the intelligence of record for the physical economy.
(Read more)

Data Centers & IT Services

Crusoe Secures $3.9B Round for AI Data Centers
Reaching a $30.9 billion valuation, Crusoe locked in $3.9 billion in Series F funding to expand its AI data center infrastructure.
(Read more)

Softcat Acquires GDT in $1.05B Transatlantic Infrastructure Deal
A $1.05 billion deal will see Softcat acquire General Datatech to expand data center and networking services across North America and Europe.
(Read more)

Temporal Technologies Raises $550M for AI Execution Infrastructure
Temporal Technologies landed $550 million in Series E funding at a $12.55 billion valuation to scale its durable AI execution platform.
(Read more)

Cornelis Networks Closes $205M High-Performance Networking Round
IAG Capital Partners led a $205 million round for Cornelis Networks to accelerate production of its AI data center fabrics.
(Read more)

Smart Mobility

Samson Sky Secures $80M Switchblade Production Fund
Matin Group committed $80 million to Samson Sky to establish a 180,000-square-foot plant for manufacturing the hybrid-electric Switchblade flying car.
(Read more)

May Mobility Goes Public via SPAC at $1.4B Valuation
Heading to Nasdaq via a SPAC merger with ACP Holdings Acquisition Corp, May Mobility landed an enterprise value of $1.40 billion.
(Read more)

EZO Secures €150M (~$167M) Debt Facility for EV Infrastructure
To deploy over 3000 rapid charging points across the UK and Ireland, EV charging network operator EZO closed a €150 million senior debt facility.
(Read more)

Energy Transition

Jupiter Power Secures $1.4B Credit for Storage Portfolio
Supporting 10 utility-scale battery energy storage projects totaling 1,500 megawatts in the US, Jupiter Power closed $1.4 billion across 4 financing transactions.
(Read more)

38 Degrees North Closes $260M Solar Facility
38 Degrees North announced the closing of a $260 million credit facility to accelerate community solar construction.
(Read more)

Mazama Energy Secures $135M Superhot Geothermal Series B
Centaurus Capital and Doerr Capital led a $135 million Series B for Mazama Energy to scale ultra-high-temperature engineered geothermal systems in Oregon.
(Read more)

PropTech

Huspy Acquires Italian Credit Broker Integra Finance
Expanding into Italy, Huspy acquired credit broker Integra Finance as part of an $88 million 5-year investment plan to build real estate and credit operators.
(Read more)

Mainstay Secures $18M and Acquires Truelist
To scale residential property analytics across brokerages, Mainstay raised $18 million in growth capital and acquired listing platform Truelist.
(Read more)

German Proptech Syte Secures €9M (~$10M) Series A Funding 
Land and real estate analytics platform syte closed a €9 million Series A round to expand its land feasibility data software across Europe.
(Read more)

Aerospace & Defense

Exein Secures $270M Series B for Physical Security
Headline led a $270 million funding round for Exein to develop embedded security software and foundation models for defense hardware, robotics, and autonomous systems.
(Read more)

Fortaegis Secures $50M Series A for Chip Security
Serendipity Capital led a $50 million Series A for Fortaegis to scale physical silicon-rooted protection for satellites, autonomous systems, and defense hardware.
(Read more)

Vitaly M. Golomb

CEO & Managing Partner

AI, Robotics, Mobility, Energy Transition

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Misha Edel

Partner

Data Center Infrastructure, Industrial Automation, PropTech, Deep Tech

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Kateryna Mamyko Golomb

CMO & Partner, Mavka Capital; Managing Director, Mavka Growth

Mobility, Energy Transition, Physical AI, Frontier Tech (GTM & Brand)

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