Industrial Vanguard Vol. 27

Week of June 30, 2025

Introduction

Happy belated Independence Day to all our U.S. readers. This week highlighted the ongoing transformation of energy infrastructure, deep sea mining ambitions, and a robotics-powered push to revitalize manufacturing. AI continues to reshape software and logistics with massive funding rounds and shifting market dynamics, while NATO sets a major new GDP defense target that could reshape industrial priorities.

Materials

  • Superconducting Motor Could Propel Electric Aircraft: Hi-NETS technology could transform aviation. Read more

  • Impossible Metals Plans $1B+ Raise: Targeting deep sea mining for battery metals. Read more

  • Nippon Finalizes $14B US Steel Takeover: Despite geopolitical pushback. Read more

Energy

  • Nvidia Backs Startup Reimagining Data Center Power: Strategic shift in energy architecture. Read more

  • Google Inks Fusion Energy Deal: Partnering with startup backed by Bill Gates. Read more

Design & Development

  • Anthropic Hits $4B Revenue Run Rate: Generative AI competition heats up. Read more

Manufacturing

  • Reframing Manufacturing Careers: How to appeal to the next-gen workforce. Read more

  • Genesis AI Launches with $105M Seed: Khosla and Eclipse back robotics AI startup. Read more

Supply Chain & Logistics

  • Levelpath Raises $55M: Modernizing procurement for the enterprise. Read more

  • UniUni Challenges Canada Post: A logistics unicorn in the making. Read more

  • HIVED Raises $42M: AI-powered parcel delivery expansion. Read more

Recycling

  • Crusoe and Redwood Power AI with Repurposed EV Batteries: Largest second-life deployment announced. Read more

Venture Capital & Private Equity

  • LSE to Auction Private Shares: A first for UK capital markets. Read more

  • OpenAI Among World’s Most Valuable Startups. Read more

  • AI Dominates VC: Investor dollars shift toward large models and infra. Read more

Markets, Policy & News

  • NATO Nations Commit to 5% of GDP for Defense: Strategic reshuffling expected. Read more

  • EV Lease Roll-Off Could Trigger Adoption Wave. Read more

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Industrial Vanguard tracks the edge of industrial tech—from materials to manufacturing, energy to AI infrastructure. Stay ahead of the curve every week.