đ¸ Seeds pile into construction AI, defense autonomy & battery optimization; mature capital anchors space surveillance & clinical networks | Deep Tech Capital Movements 47
The Weekâs State of Deep Tech Capital: whoâs Raising, whoâs Betting, and why.
If you Build or Back Deep Tech, you canât afford not to know where capital moves. Deep Tech Capital Movements is your weekly, global read on who got funded, which funds wrote the checks, and what that means for your next investment, raise, or strategic move.
In this weekâs issue, youâll:
See how capital from pre-seed through Series F concentrated around AI-native infrastructure, dual-use space and defense stacks, industrial and climate chemistry, and clinical research networks.
Understand the rounds that actually move the frontier â from TRISO microreactors, âgeologicâ ammonia and organo-electrochemical metal extraction to atomic lithography, room-temperature quantum photonics, and European foundation models â and what they imply for timing, moat depth, and capital requirements.
Get a clean snapshot of the funds and vehicles behind them, from tokenized deep-tech capital in Japan and new aerospace & defense managers to evergreen digital health, day-zero European funds, and credit facilities replacing late-stage equity.
This week at a glance:
57 items tracked: 49 startup and transaction rounds + 8 funds & vehicles.
By stage: activity skewed to pre-seed, seed, and Series A across AI-native construction, next-gen compute hardware, industrial biotech, regenerative ag, and AI infra/governance, with late-stage capital concentrating in orbital intelligence, generative image models, CRM at scale, nuclear microreactors, hydrogen aviation, and data center battery systems.
By theme:
Space, surveillance & hypersonics: SAR and VHR Earth observation, microgravity platforms, electromagnetic launch, compact space-rated power, SIGINT payloads, and hydrogen-powered long-endurance drones.
Energy, materials & industrial decarbonization: microreactors, pulsed plasmolysis for Hâ and carbon, nickel-zinc storage, thermoelectric materials, low-carbon ammonia, critical-metal recovery, modular fuel-cell systems, and battery optimization software.
Biotech, health & nature-based climate: oncology and neurodegeneration pipelines, clinical-trial and Medicaid-engagement networks, automated chemistry and protein design, cultivated meat and bio-leather, methane-cutting seaweed, regenerative soil-carbon platforms, and peatland restoration.
Compute, AI & industrial software: atomic-scale lithography, quantum photonic chips, physics-native simulation models, generative image systems, and vertical/agentic AI layers for construction, real estate, compliance, security, marketing, and public affairs.
Autonomy, robotics & defense: hydrogen-powered UAS, unified defense-robotics stacks, warehouse robots-as-a-service, off-road OEM autonomy, humanoid and cobot actuation, battlefield SIGINT, and AI-native RAN for advanced wireless networks.
By geography:
North America: largest checks in microreactors, defense aviation, industrial AI, digital health infrastructure, and critical-metal extraction.
Europe: strength in SAR and EO, quantum photonics, atomic lithography, regenerative agriculture, industrial decarbonization, and scaled CRM.
Asia & Middle East: deep biotech hubs, AI-native networks, physical AI and defense robotics, livestock and ag marketplaces, and new deep-tech funds.
Australia & Latin America: targeted bets in battery optimization, seaweed-based methane reduction, and circular bioeconomy plays.
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