WHAT’S INSIDE

• Tech News: Credit Rating, AI ROI Study, Fusion win, Crispr Breakthrough

• Company Watch: Harvey AI, Genspark AI, Icon, PsiQuantum, VUZ

• Feature: Nvidia Robots Can Dream - What Comes Next For Robotics?

• Buzzy Tools: Latest Buzzy tech, AI and financial tools

• Deep Tech: The latest in deep tech, biotech, futurism and more

• Space Tech: Latest news in the space race and aerospace tech

• Crypto: Blockchain and crypto policy and startups or protocols to watch

TECH IN THE NEWS

Credit Dip — Moody's downgraded the U.S. credit rating from Aaa to Aa1 due to rising government debt and fiscal deficits. This may increase Treasury yields and impact investor sentiment, with deficits projected to hit 9% of GDP by 2035.

Record Treasury Holdings — Foreign holdings of U.S. Treasuries hit a record $9.05T in March. The UK passed China as the second-largest holder, while Japan remains the largest at $1.13T.

AI ROI Study — AI chatbots are yet to significantly affect earnings or hours worked, in any industry according to a recent study.

Fusion Milestone — The National Ignition Facility boosts its laser-driven fusion experiment output 50%+. Though not grid-ready, it shows the potential of the approach.

Crispr Breakthrough — An infant in Philadelphia has been successfully treated with a new Personalized treatment for a rare metabolic disease in infants, offering hope for other unique conditions —a breakthrough in the futuristic gene editing tech.

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COMPANIES TO WATCH

Harvey AI — The legal tech startup is raising $250M at a $5B valuation, up from $3B. Driven by a 50% revenue increase to a $75M ARR, it’s backed by heavyweights like Kleiner Perkins, Coatue, and Sequoia.

Genspark AI — The AI agent tool hit $36M ARR in 45 days without paid marketing, showcasing rapid user growth and its rapid innovation.

Icon AI Admaker — The leading AI advertising tool hit $5M ARR in just 30 days and is at $6M now. With a target of $100M ARR in 9 months, it offers competitive pricing at $39+/mo. Strong design and endorsements boost its market appeal.

PsiQuantum — A quantum computing startup based in Palo Alto, is reportedly in advanced talks with Nvidia for a $750M investment signalling Nvidia's growing interest in quantum tech.

VUZ — Raised $12M to expand its immersive video platform in emerging markets and the U.S., targeting growth against YouTube and TikTok.

SignalFires — Read the Top signals, Startups + Deals From Last Week

Nvidia Robots Can Dream — What Comes Next For Robotics?

Yesterday at Computex 2025, Nvidia unveiled significant advancements in its robotics strategy, reflecting a deeper push into the lucrative humanoid robotics market, estimated to reach $40 billion by 2035. Central to this push are its' new products like the Isaac GR00T platform, designed to produce synthetic training data, and NVLink Fusion, which integrates Nvidia's Grace CPUs with third-party AI processors to offer custom hybrid solutions. Early adoption from industry players like Boston Dynamics and Agility Robotics signals a strong market reception. In addition GR00T-Dreamsis a revolutionary blueprint for training via video-dreams to drastically reduce the time and cost of training humanoid robots.

Robotics Funding Hits New Heights

This announcement occurs as VC interest in U.S. robotics investment is notably strong. SoftBank, previously instrumental in the growth of Boston Dynamics, is now leading a $500M round in Skild AI, valuing the startup at $4.2 billion. Skild, specializing in foundational AI models for robot management, exemplifies the industry's trend toward integrating software and hardware. It has recently expanded into hardware production, enabling further improvements to its AI models through direct data collection. Besides Skild, SoftBank is also leading a $40 billion funding round for OpenAI, which is also reportedly mulling its own robot effort.

Other notable funding rounds under negotiation include:

Humanoid startup Figure AI — it is aiming for a massive $1.5 billion raise at a $40B valuation co-led by Parkway VC and Align Ventures. Thats a huge jump from its $675M Series B in 2024 at $2.6B which included OpenAI, Nvidia, Microsoft, and Jeff Bezos. The startup has ended its partnership with OpenAI to develop its own in-house AI, also opting for a tighter loop between hardware and software.

Agility, which builds humanoid robots to work in warehouses, is also currently seeking $400M to expand. It is one of the early users on Nvidia's GR00T platform. 

Foundation, launched by the former CEO of failed fintech Synapse, is apparently seeking capital at a $1 billion valuation within just a year of its founding.

This investor enthusiasm aligns with projections indicating rapid growth in the broader robotics sector, anticipated to expand from $53.74B to over $280B by 2034. As Sam Altman testified to a Senate Committee this month, “AI-powered robotics could push AI-driven productivity gains into the physical world” by 2027. Meaning this robotics VC fever dream may well spike in the next two years.

Trade Tensions Hit Robotics

It's not all plain sailing. The trade tensions between the U.S. and China significantly influence this dynamic. American robotics firms depend heavily on Chinese-made components, including sensors and actuators, making tariff-induced supply chain disruptions particularly impactful on both countries. Expanded chip controls limiting China’s access to advanced AI chips could give US humanoid makers an edge, but Chinese companies make up 63% of the global humanoid robot supply chain.

Also, China's rapid advancements in robotics present direct competition. Recent showcases at the Canton Fair 2025 revealed that Chinese humanoid and surgical robots now rival, and often exceed, their U.S. counterparts in performance and cost-efficiency. Chinese companies have significantly increased their domestic market share, supported by governmental incentives and policies promoting technological self-reliance.

Beijing has invested millions in state funding to support a homegrown supply chain. Companies like Baidu and Horizon Robotics are developing algorithms and chips for humanoid robots. And yesterday, Huawei unveiled laptops powered by its own native silicon and HarmonyOS, robotics cannot be too far behind in the sovereignty quest. Jensen Huang himself, openly acknowledged China’s competitive position in AI, citing companies like Huawei as formidable peers in the long-term race.

The Military Robotics Dimension

The Pentagon funding directed toward companies like Agility and Anduril highlights another major strategic interest in maintaining U.S. robotics supremacy in military-grade applications. This backing indicates the elevated stakes and strategic importance placed on technological leadership in robotics by both VCs and the government.

Nvidia’s Role in Shaping the Robotics Future

Nvidia occupies a crucial dual role as both a key provider and potential competitor in the robotics ecosystem. Its' technological infrastructure could decisively impact whether American robotics startups successfully scale and beat their Chinese rivals. U.S. companies benefit from substantial VC funding, but trade policies and complex supply chains could be equally critical to their long-term success. This is a risk factor to consider, but it doesn’t seem to be causing VCs much stress. 

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BUZZY TOOLS

Buzzy Tech Tools To Watch & Use

OpenAI — Codex AI coding agent for multitasking in ChatGPT.

NotebookLM — Android LM app launches with full features.

YouTube — Drops AI-powered ad formats for companies, creators.

MoonPay — Enables USDC on Mastercard for r-t fiat conversion.

AI ad maker — O-S N8N workflow offers superior, cheap alt to Icon.

BUZZY TECH

The Latest Deep Technology & Trends To Watch

MIT Vaccine Particles — Microparticles deliver multiple vaccine doses.

AI Doctor Clinic — Virtual physician diagnoses, prescribes treatments.

Huawei — New laptops run on native Harmony OS, challenging MS, Apple.

UBS AI Analyst Clones — AI clones enhance financial insights at the bank.

DirectDrive — Novel plasma etching boosts semiconductor precision.

CRYPTO WATCH

Galaxy Digital Debuts — The Mike Novogratz-founded crypto firm debuted on Nasdaq trading at $23.50 and closing at $24.89. This capped a big week as Coinbase joined the S&P 500 and eToro goes public.

Strategy Lawsuit — Strategy and co-founder Michael Saylor are facing a class action lawsuit alleging violations of federal securities laws claiming misleading statements about their btc investment strategy.

SPACE_RACE

Solestial — Raises $17M for radiation-resistant silicon photovoltaics in space.

3-Body Constellation — Chinese AI satellites for space-based cloud computing.

Voyager IPO — Space firm plans NYSE listing after $144.2M revenue in 2024.

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