Physical AI Capital Surge & Deal Dynamics Workbench

H1 Capital Deployed

$47.40B

vs $41.90B 3-Yr Baseline (+13.1%)

Simulated Deals

521

Pacing: 2.89 deals / day

Mean Round Size

$90.98M

Top 10% absorbs 61.4% capital

YoY Capital Velocity

+80.0%

H1 2025: $26.33B baseline

Lead Subsector

Humanoids

34.0% share ($16.12B)

Deal Tranche Dispersion Canvas (521 Rounds)

Humanoids (34%) Autonomous Mobility (28%) Industrial (18%) Edge Silicon (12%) Spatial Sim (8%)

* Particle size reflects check scale ($5M to $1.2B). Hover deals to inspect valuations and lead syndicates.

Scenarios & Benchmarks

SECTOR CAPITAL WEIGHTS 100% Total

Humanoids & Embodied Systems 34%

Autonomous Logistics & Mobility 28%

Industrial Automation & Inspection 18%

Physical AI Silicon & Sensors 12%

TRANCHE & MEGAROUND FILTERS

Minimum Round Threshold $5M

Embodied AI Capex Multiplier 1.00x

H1 Run-Rate vs Baseline

521 Active Rounds

Tranche Tier	Check Range	Deal Count	Capital Total	% Capital	Capex Profile