From Mexico: Vantora (ex-UP.Labs) takes $100M from Silversmith — first outside capital — to build physical-AI startups for corporates that can stay in-house. Soft D-Robotics: studio, not Sunrise chips. No invented valuation.
From Mexico: Treble’s $18M Series A-2 scales physics acoustic sims, digital twins, and synthetic sound for physical AI — not a conversational twin. Amazon and Logitech named as customers in TechCrunch.
Nscale commits $3.5B of AI cloud compute to Figure (intent past $6B), takes an undisclosed stake, and becomes preferred provider for Helix and humanoids.
Lyte just closed a $165M Series C at $1.6B so robots get trustworthy eyes first — Maverick Silicon–led, Face ID / PrimeSense founders, LyteVision shipping to factories.