“EnerVenue (USA) - $300M Series B extension led by Full Vision Capital. Metal-hydrogen battery storage - 30,000-cycle lifespan, no degradation.”
EnerVenue metal-hydrogen storage is a durable LDES contender Li-ion cannot match on lifespan
“In March 2026, massive capital inflows poured into (mostly) the Chinese robotics ecosystem.”
China's clean-manufacturing humanoid robotics is drawing massive capital led by sovereign funds
“Robotics , a new tracked category, saw five investments in March, particularly in China, underscoring its growing industrial and climate-adaptation roles.”
Record capital is flooding the embodied-AI robotics ecosystem, repricing humanoid names higher as commercialization arrives.
“Vertical Aerospace … $50M immediate equity + up to $850M financing package”
Vertical Aerospace is the eVTOL category leader hitting key technical milestones with $850M backing
“The pattern is structural now: the U.S. is paying up for firm, dispatchable, capital-heavy electrons to run AI factories.”
US is paying up for firm, dispatchable nuclear/geothermal power to run AI; structural, not cyclical
“Clusters of small high-temperature gas-cooled reactors for AI data-center firm power.”
Advanced nuclear for AI data-center power is crystallizing into a fundable category, defense-tech backed
“Tropic (UK) - $105M Series C co-led by Forbion Bioeconomy Fund and Corteva Catalyst, with Just Climate and Temasek alongside.”
Tropic's gene-edited banana is a template for climate-resilient staple crops, deep-pocketed backers
“Not a single non-U.S. advanced-nuclear or geothermal round of similar scale. The pattern is structural now: the U.S.”
US pays up for firm dispatchable nuclear/geothermal for AI; structural funding gap vs RoW solar