🌐 💽 Equinix & CPP Buy atNorth in $4B AI Compute Bet

Plus: Waymo’s $3B debt round & GoPro’s pivot

September 8, 2026

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

  • Physical AI: Sharpa's $668M raise reflects heavy investment scaling physical automation from warehouse robotics to commercial kitchen systems.
  • Data Centers & IT Services: Tech giants and institutional funds are pouring billions into infrastructure, highlighted by CPP Investments and Equinix acquiring atNorth for $4B.
  • Smart Mobility & Energy: Capital is flowing into driverless fleets and clean grid storage, led by Waymo's $3B debt facility.
  • Proptech: Real estate tech focuses on microfactories and AI integrations, such as SunScout's $2.5M Philippine solar acquisition.
  • Defense & Aerospace: Cross-industry convergence expands defense capabilities, exemplified by GoPro's $285M merger with Starman Optical.

Physical AI

Sharpa Secures $668M Capital to Scale Commercial Robotics
Backed by tech giants, this startup raised $668 million at a $3.3 billion valuation to scale its kitchen automation systems.
(Read more)

Locus Robotics Secures $41.6M in Series G Round
A $41.6 million Series G round will help this industrial automation firm expand international manufacturing and multi-robot software engineering.
(Read more)

Reframe Systems Secures $40M for Robotic Homebuilding
This robotic homebuilding venture raised $40 million to scale its microfactory network and automated modular manufacturing operations.
(Read more)

Hivebotics Raises $6M Series A for Cleaning Robots
Vertex Ventures led a $6 million Series A round to help this startup transition its commercial cleaning robots to high-volume manufacturing.
(Read more)

Data Centers & IT Services

CPP Investments and Equinix Buy atNorth for $4B
CPP Investments and Equinix acquired Nordic colocation provider atNorth for $4 billion, aiming to grow their AI-ready computing campuses.
(Read more)

S&P Global Completes Acquisition of Data Center Intelligence datacenterHawk
S&P Global acquired this firm for an undisclosed amount to strengthen its real-time market intelligence on data center infrastructure.
(Read more)

Integris Acquires IT Managed Provider First Focus
Managed service provider Integris finalized its acquisition of First Focus to accelerate the deployment of its managed technology and AI operations.
(Read more)

Smart Mobility

Waymo Secures $3B First Debt Round for Robotaxis
This autonomous vehicle subsidiary secured $3 billion in debt financing from Blackstone and Pimco to scale its driverless fleet operations.
(Read more)

Clearmind Acquires 51% Charging Robotics Stake for $2.5M
Clearmind Medicine signed a deal to acquire a 51% stake in this wireless charging platform for $2.5 million.
(Read more)

Energy Transition

Ballard Buys GeoPura in $372M Clean Hydrogen Deal
Ballard Power Systems bought this hydrogen provider for $372 million to expand its clean energy, battery, and distribution capabilities.
(Read more)

Greenvolt Lands €218M (~$243M) Facility for Polish Battery Storage
A €218 million financing package from UniCredit will fund two utility-scale battery energy storage projects in Poland.
(Read more)

SunScout Inks $2.5M Deal for Philippine Solar Project
Anaya 1 Power was acquired for $2.5 million to help this firm build a solar plant and battery storage project in the Philippines.
(Read more)

PropTech

Reapit Secures £20M+ (~$25M) Growth Investment From Accel-KKR
This UK property software firm secured over £20 million in growth investment to boost its platform and artificial intelligence research capabilities.
(Read more)

Mkango Completes Acquisition of Remloy for €8M (~$9M)
Mining firm Mkango completed its €8 million acquisition of this manufacturer to advance high-performance magnet recycling production.
(Read more)

Aize Acquires Industrial Digital Twin AI Startup Samp
Industrial software provider Aize acquired this digital twin startup to integrate 3D reality-capture technology with its existing engineering platforms.
(Read more)

Aerospace & Defense

GoPro Merges With Starman Optical in $285M Strategic Pivot
GoPro will pivot toward AI and defense infrastructure after agreeing to a $285 million merger with this optical transceiver supplier.
(Read more)

XTEND Completes Business Combination With JFB With $60M
Following a $60 million cash infusion, this robotics firm completed its public merger to expand its defense infrastructure and systems integrations.
(Read more)

INLEAP Photonics Raises €20M (~$23M) in Seed Round
This German laser developer raised €20 million in seed funding to scale production of its counter-unmanned aerial systems.
(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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Yana Holets

Partner

IT Services, AI Infrastructure, Energy Transition, Defense Tech, Embodied AI & Robotics

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