AI infra/robotics/security/chips/manuf/power funding surge

Q1 NA AI $221B (6x QoQ); Unconventional $475M efficient compute, Genspark $385M agents, Deeptune $43M agent sims (a16z), Kandou $225M interconnects, Galaxea $290M robotics, Xoople $130M space data, TENEX $250M cyber, Omniscient €3.5M C-suite, Trent $13M agent sec, Felix $1.7M workflows; Eclipse $1.3B physical AI fund; SV $868M wkly. Concentration in semis/verticals/agents/power; watch Q2/Asia/Australia.