💸 $131M Edge Hyperscaler; $55M Autonomous Labs; $59M LiDAR Silicon; $24M AI Logistics; €1M Fermented Fats & more | Deep Tech Capital Movements Vol. 28
The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
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Dear friends
Another Monday, another data‑set to parse: forty‑four venture rounds across semiconductors, quantum, biotech, energy, defense, and advanced materials, plus nine fresh funds repositioning themselves for the decade of industrial reinvention. The market narrative is no longer about whether capital will engage the physical world—it clearly has—but rather about how quickly that capital can carve defensible moats where physics, regulation, and supply‑chain control intersect.
This week’s flow tilts decisively toward hard tech with high activation energy. Beam‑steering LiDAR silicon at Lumotive(a fresh $14 million extension bringing its Series B to $59 million), hollow‑core optical fiber at Relativity Networks($6 million seed, $10.6 million to date), EUV free‑electron lasers at xLight ($40 million Series B), trapped‑ion qubits at Qubitcore (undisclosed pre‑seed led by Lifetime Ventures), and modular battery packs at Estes Energy ($11 million seed) each embody a bet that fundamental advances in matter and energy can unlock torrential cash flows. The common thread is deterministic advantage: proprietary fabs, exotic materials recipes, or patented architectures that