27 deals. Who wins Robotics investment race with $23B? Are Humanoids the new LLMS?

💰 27 new AI deals profiled below by category.

Numbers going into robotics and physical AI are eye-watering and often stay below the radar versus more visible AI deals. No longer a niche category - it's core infrastructure spend.

💰 Capital pouring in at unprecedented scale:

$23bn commitments announced in just 3 months.

Jeff Bezos' Project Prometheus alone secured $10bn at a $38bn valuation (JPMorgan, BlackRock) and in talks for an additional $100bn AI transformation fund. Hyundai committed $6.3bn to a single innovation hub for robotics and AI.

🤖 Humanoids having their moment:

A striking cluster of $500m+ rounds for humanoid / embodied AI:

Apptronik ($520m), Mind Robotics ($500m), Rhoda AI ($450m), NEURA Robotics in Germany raising ~$1bn (backed by Tether of all people), Unitree Robotics in China.

🧠 Physical AI foundation models = the new battleground:

Physical Intelligence in talks for $1bn at an $11bn+ valuation (Founders Fund, Lightspeed). AMI - Advanced Machine Intelligence from Yann Le Cun raised over $1bn - the largest seed round in European history - from Nvidia and Temasek.

The thesis: robots need own 'GPT moment,' and whoever owns the world model owns stack. Good news for Nvidia, foundry partners and quietly booming simulation/data layer underneath.

🌍 Geography broadening:

Europe punching hard: NEURA Robotics (Germany), AMI - Advanced Machine Intelligence (France), Magnax (Belgium with Foxconn backing), Galam Robotics (France), Unitree Robotics and LimX Dynamics (China)

🇬🇧 UK rounds smaller but strategic:

Dexory (£8.5m Series C extension via British Business Bank) Stateful Robotics Oxford spinout ($4.8m pre-seed led by Amadeus Capital).

Data: Robotics Investments

Curated by Nick Gregg, fund raising adviser, investor - connect or reply to this email.

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