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

• Physical AI is drawing major early-stage checks: SoftBank put $200 million into Gravis Robotics, while Infiforce raised nearly $150 million.
• AI data center infrastructure is becoming a power-and-capacity race: Nvidia backed Lancium with up to $3 billion while 5C Group raised $605 million for AI campuses.
• Smart mobility is consolidating and scaling fleets: Archer’s roughly $1 billion acquisition of Boeing units and Yulu’s $93 million Series C signal a push for operating scale.
• Energy and PropTech are monetizing distributed infrastructure: Base Power raised $1 billion at a $13 billion valuation, while Deepki acquired Evora Global and Metry.
• Defense autonomy is commanding strategic premiums: Joby agreed to acquire Resonant Sciences for roughly $500 million while AEVEX is buying BlackSea Technologies for up to $650 million.

Physical AI

SoftBank Invests $200M in Gravis Autonomous Construction
SoftBank invested $200 million in Gravis Robotics’ Series A, which the ETH Zurich spinout calls construction robotics’ largest funding round ever.
(Read more)

China's Infiforce Raises Nearly $150M for Robots
Across Series A and A+ rounds, Infiforce raised nearly $150 million to build embodied-AI world models for robots.
(Read more)

Noin Intelligence Raises $74M Angel Round
Matrix Partners China led Noin Intelligence’s ¥500 million (~$74 million) Angel-plus-plus round for its GLOW world model and Knowin-X1 household robot.
(Read more)

Data Centers & IT Services

Nvidia Guarantees $105B for OpenAI's Ohio Data Center 
Nvidia guaranteed up to $105 billion in lease and power payments for OpenAI’s planned 8-gigawatt Ohio data center campus, developed by SB Energy.

(Read more)

Nvidia Invests $3B in Power Firm Lancium
Up to $3 billion from Nvidia will back Lancium, including $1 billion tied to grid milestones, assigning the company an enterprise value of ~$10 billion.
(Read more)

5C Group Lands $605M for AI Campuses
Brookfield Asset Management led $605 million in additional debt financing for 5C Group’s gigascale AI data center campuses in Memphis, Ohio, and Phoenix.
(Read more)

Smart Mobility

Archer Buys Wisk Aero From Boeing for $1B
In a roughly $1 billion all-stock deal, Archer Aviation will acquire Wisk Aero, SkyGrid, and Insitu, giving Boeing a nearly 20 percent Archer stake.
(Read more)

Yulu Secures $93M Series C for EV Fleet Expansion
A $93 million Series C—$63 million equity and $30 million debt—will help Yulu quadruple its two-wheeler fleet for e-commerce and logistics.
(Read more)

Proficient Acquires Hansen & Adkins for $130M
Proficient Auto Logistics will acquire Hansen & Adkins for a $130 million upfront purchase price, creating North America’s largest finished-vehicle logistics platform.
(Read more)

Energy Transition

Form Energy Secures $750M to Scale Iron-Air Batteries
T. Rowe Price led Form Energy’s $750 million Series G to expand iron-air battery manufacturing in West Virginia.
(Read more)

Recurrent Energy Secures $695M for California Solar
Recurrent Energy closed $695 million in project financing and tax equity for Riverside County’s 330 MW Cobalt Solar project.

(Read more)

Base Power Adds $1B Series D for Home Batteries
At a $13 billion post-money valuation, Base Power raised $1 billion in Series D funding to expand residential grid-scale battery production.
(Read more)

PropTech

Deepki Acquires Evora Global, Metry for Sustainability Data
Deepki acquired Evora Global and Metry, combining the firms into a single global sustainability data business for real estate.
(Read more)

ApartmentIQ Secures $25M for Multifamily AI Platform
Susquehanna Growth Equity made a $25 million follow-on investment in ApartmentIQ to expand its AI-driven pricing and marketing products.
(Read more)

Fixxly Raises $5.5M Seed for Materials Delivery
Accel, Fireside Ventures, and Lightspeed India Partners backed Fixxly’s $5.5 million seed round for on-demand building-materials delivery.
(Read more)

Defense & Aerospace

Joby Buys Resonant Sciences for $500M
A roughly $500 million acquisition will give Joby Aviation a dedicated defense unit focused on radio frequency, low-observability, and mission systems technology.

(Read more)

AEVEX Buys BlackSea Technologies for $650M
AEVEX will acquire BlackSea Technologies for up to $650 million, expanding its autonomy portfolio into unmanned maritime systems.
(Read more)

Neros Technologies Raises $250M Series C for Drones
Sequoia Capital and the American Strategic Technology Fund co-led Neros Technologies’ $250 million Series C, valuing the autonomous drone maker at $2.5 billion.
(Read more)