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Dear Friend,

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

• Physical AI continues shifting toward industrial deployment, with Hadrian, Unitree, and HII backing automated factories, humanoid robots, and Navy shipbuilding systems.
• AI infrastructure is scaling beyond chips as Firmus, Lumilens, and Sharon AI fund data centers, optical links, and cloud capacity.
• Smart mobility is consolidating around fleet ownership and automation, with Element, Moove, and HappyRobot targeting vehicles, depots, and freight workflows.
• Energy transition capital is spreading across home batteries, nuclear microreactors, and iron-air storage through Base Power, Valar Atomics,
  and Ore Energy.
• Proptech and defense are tackling real-world bottlenecks: Buildforce, Alpen, and Fixxly address construction, while Aurelius and Neuraspace target security systems.

Stay sharp

Physical AI

Hadrian Raises $1.37B for Automated Factories
The Los Angeles developer of automated defense and aerospace factories raised $1.37 billion in funding at a $7.87 billion valuation.
(Read more)

China's Unitree Prices $9.04B Humanoid Robot IPO

Unitree’s Shanghai STAR Market IPO seeks approximately 61 billion yuan, or $9.04 billion, at 150.8 yuan per share, with DeepSeek as strategic investor.
(Read more)

HII Signs $900M Robotics Agreement for Navy Shipbuilding
HII signed production agreements worth up to $900 million with Path Robotics and GrayMatter Robotics for autonomous systems across U.S. Navy shipbuilding.
(Read more)

Data Centers & IT Services

Firmus Raises $2B to Fuel AI Factory Expansion
Australian AI data-center builder Firmus secured $2 billion in equity, nearly doubling its valuation to over $10.5 billion.
(Read more)

Lumilens Raises $700M+ in Optical Networking Round

Emerging from stealth, Lumilens raised more than $700 million in Series C funding, surpassing $900 million raised at a $5.51 billion valuation.
(Read more)

Sharon AI Signs $373M Neocloud Cloud Deal

Sharon AI signed a five-year, $373 million cloud-services agreement with a global artificial intelligence platform for Australian infrastructure.
(Read more)

Smart Mobility

Element Fleet Tables $578M Bid for FleetPartners
Element Fleet Management submitted a non-binding proposal to acquire FleetPartners for A$3.80 per share, valuing the Australian fleet manager at approximately $578 million.
(Read more)

Moove Raises $250M Series C for Autonomous Fleet Infrastructure
Moove closed a $250 million Series C at a $2.1 billion valuation to fund autonomous-vehicle depots and fleet ownership.
(Read more)

HappyRobot Hits $1.2B Valuation With $150M Round

FreightTech AI-agent startup HappyRobot announced a $150 million Series C, reaching a $1.2 billion valuation.
(Read more)

Energy Transition

Base Power Raises $1B Series D at $13B Valuation
Austin home-battery startup Base Power raised $1 billion in Series D funding at a $13 billion post-money valuation.
(Read more)

Sequoia Leads $1B Series B for Nuclear Startup Valar

Nuclear microreactor developer Valar Atomics raised $1 billion in Sequoia-led Series B funding.
(Read more)

Ore Energy Raises $43M for Iron-Air Batteries

Dutch startup Ore Energy raised $43 million in Series A funding to build its first iron-air battery manufacturing facility.
(Read more)

PropTech

Buildforce Raises $10M for Electrician Staffing Platform 
Houston-based electrician staffing platform Buildforce raised $10 million in Series A funding for commercial and industrial projects.
(Read more)

Alpen Closes $6M Series B for Energy-Efficient Windows
Alpen closed an initial $6 million tranche of a targeted $10 million Series B.
(Read more)

Fixxly Raises $5.5M Seed for Materials Delivery

Quick-commerce platform Fixxly raised $5.5 million in seed funding for on-demand building-materials delivery.
(Read more)

Defense & Aerospace

Aurelius Systems Secures $40M for Anti-Drone Lasers

Aurelius Systems raised $40 million in Series A funding for its Archimedes autonomous directed-energy counter-drone laser platform.
(Read more)

Neuraspace Secures $18M for Space Domain Awareness

Portuguese space-traffic-management startup Neuraspace announced roughly $18 million in combined venture and EU-backed funding to expand sovereign, space domain awareness.
(Read more)