💸 $200M Growth for AI Materials; $8.8M Seed for In-Orbit Defense Vehicle; $20M Series A for Semiconductor; $6M Seed to Advance Grid-Edge Monitoring | Deep Tech Capital Movements Vol. 30

The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.

Aug 11, 2025

∙ Paid

Welcome back to Deep Tech Capital Movements — the weekly report from The Scenarionist that highlights and analyzes capital dynamics in Deep Tech, from early-stage funding rounds to major fund launches.

Dear Friends,

Here’s the tape this week: capital kept flowing to the edges where software meets atoms, with outsized checks for AI-native platforms and a healthy drumbeat of pre-seed/seed in space, energy, and industrial tooling.

If you’re looking for signal, it’s this—investors are underwriting nearer-term path to revenue in hard tech while selectively taking physics risk where the step-change is obvious.

AI continues to colonize heavy industry.

Periodic Labs’ $200M round valuing the startup at $1B sets the tone:

💸 $200M Growth for AI Materials; $8.8M Seed for In-Orbit Defense Vehicle; $20M Series A for Semiconductor; $6M Seed to Advance Grid-Edge Monitoring | Deep Tech Capital Movements Vol. 30

The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.

Dear Friends,

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