Midas Market Pulse, AI Investing & Trends for 18th of July 2025

🔥 Robotics, Quantum, and Tokens Redefine the Edge of AI

AI investing expanded across new frontiers yesterday. Key moves spanned robotics automation, enterprise quantum integration, and specialized blockchain networks. From a fully robotic aerospace facility to an AI focused telecom gateway and a decentralized GPU ecosystem, the next wave of AI infrastructure is now coming into view.

📈 AI Market Movers and Trends

Hadrian, a defense technology startup, secured 260 million dollars to build a robotic aerospace parts factory in Mesa, Arizona. This will be the company's largest facility at 270 thousand square feet. The factory will use AI powered robotics to produce four times the output of conventional plants.

Backers include Founders Fund, Lux Capital, and Morgan Stanley. This investment highlights how AI is now reshaping industrial operations with physical automation that scales productivity beyond human intensive systems.

💸 Funding Watch

QpiAI, based in Bengaluru, raised 32 million dollars in Series A funding. The round was led by Avataar Ventures and supported by India’s National Quantum Mission.

QpiAI is one of the first companies to deliver enterprise ready quantum AI platforms. These combine quantum compute systems with deep learning to power logistics, modeling, and industrial optimization tools. This funding marks a vote of confidence in real world applications for quantum enhanced AI.

🛰️ Global Integration Move

Telefónica launched AI Gateway, a new enterprise platform that embeds large language model capabilities directly into telecom infrastructure.

The platform is built with support from Microsoft Azure and trained on open source Meta models. It enables telecom operators to integrate AI into customer service, network monitoring, and fraud detection.

AI is now entering telecom stacks as a core layer, signaling that large language models are no longer limited to software tools. They are becoming infrastructure across global network systems.

🪙 Token and Infrastructure Innovation

The Render token, also known as RNDR, rose by six percent following the rollout of a new system update called Proof of Render.

The update improves distributed GPU orchestration across the network and expands its use in AI assisted creative workloads. With decentralized GPU scheduling gaining traction, RNDR is positioning itself as a key piece of infrastructure for AI compute at the edge.

🌐 Decentralized AI Momentum

Lightchain AI confirmed its mainnet launch for late July. The blockchain is purpose built for AI workloads and operates on a consensus mechanism called Proof of Intelligence.

Lightchain includes smart gas pricing and validator rewards tailored for model inference and on chain governance. It is one of the first networks designed from the ground up to serve AI developers, offering tools to run, scale, and verify AI operations within blockchain environments.

📊 Midas Perspective

AI is moving beyond silicon and software into robotics, quantum computing, and industrial manufacturing.

Global telecom companies are adopting AI platforms at the infrastructure level, expanding enterprise use cases across sectors.

Decentralized compute networks are maturing into functional AI ecosystems, providing tools and infrastructure for developers at scale.

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