💸 $44M AI Analytics Chips; $30M Orbital Manufacturing; $5.5M Warehouse VLMs; $62M Wind-Blade Robots; €4.5M Circular Textiles; $38M Grid Transformers, & more... | Deep Tech Capital Movements Vol. 21

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

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

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Dear Friends,

Another Monday, another data torrent — and this week’s pulse of capital feels like an accelerando. The money is still flowing into generative AI, but the spotlight has swung from pure-play model builders to the “picks-and-shovels” layer: the infrastructure, silicon, and operating systems that will keep agentic software humming when ChatGPT hype has