**********AI infra/dev tooling & capex/robotics/chips heating (Google $185B capex/$150B week/Fluidstack $18B/VivoPower Norway DC/OpenAI Cerebras/Firmus/SiFive/FuriosaAI/Mistral $830M/Eclipse $1.3B/Sereact $110M/Stargate pause)** [developing]
Key Questions
What is Google's planned capex for AI infrastructure?
Google plans $175-185B in capex for 2026, including a $150B weekly spend rate. Much of this supports partnerships such as the $40B Anthropic commitment.
What funding did Fluidstack secure and at what valuation?
Fluidstack raised $1B at an $18B valuation to expand AI infrastructure. The round reflects surging demand for data center capacity.
Which robotics and physical AI startups raised funding?
Sereact raised $110M in Germany for predictive robotics models, while Eclipse secured $1.3B for physical AI and reshoring efforts. NEURA Robotics is also targeting up to €1.2B.
What is happening with the Stargate project?
The Stargate data center project has been paused amid rising energy and infrastructure costs exceeding $1T. Other projects like VivoPower's 42MW Norway facility continue.
How are chip and devtool companies faring in recent rounds?
SiFive raised $400M at a $3.65B valuation, while Firmus closed $505M at $5.5B. FuriosaAI and Mistral ($830M) also saw strong interest in AI hardware and tooling.
Eclipse $1.3B for physical AI/reshoring; Sereact $110M Germany robotics predictive models; Google $175-185B 2026 capex/$150B week (Anthropic $40B); Fluidstack $1B $18B; VivoPower 42MW Norway; SiFive $400M $3.65B/Firmus $505M $5.5B amid $1T DCs/energy/Stargate pause.