Physical AI Valuation & Extension Round Capital Engine

Round Parameters Customized

Prior Round Post-Valuation: $2.00B

Extension Capital Raised: $200M

New Post-Money Valuation: $3.00B

Months Elapsed Since Prior: 4 mo

Physical AI Capex Deployment

GPU Cluster & Foundation Training: 45%

Robot Fleet BOM & Actuators: 35%

Teleoperation Data Capture: 20%

Step-Up Multiple

1.50x

Annualized Velocity

+237.2%

New Dilution

6.67%

Runway Added

18.5 mo

Founder Retained

38.2%

Cap Table Dilution Waterfall & Ownership Shift Interactive Share Class Breakdown

Shareholder Tier	Pre-Extension %	Post-Extension %	Effective Post-Value	Dilution Delta

Physical AI Capital Allocation Matrix $ Deployment per Capability

Compute Clusters

$90.0M

Robot Fleet BOM

$70.0M

Teleop Data Harvest

$40.0M