Google称AI基础设施资本开支接近翻倍，同时Atoms完成17亿美元融资

Google nearly doubles AI infrastructure spending as Q2 tops estimates
Investing.com -- Travis Kalanick's physical AI company Atoms closed a $1.7 billion equity investment on Wednesday, led by Andreessen Horowitz, with General Partner Ben Horowitz joining the board.
Among the equity partners in the round are Bain Capital, Fifth Wall, Chemistry, A*, K5 Global, Abstract, SV Angel and Alpha Square Group — as well as Uber, the ride-hailing giant Kalanick co-founded and was forced to exit in 2017.
Bank of America, Goldman Sachs, Wells Fargo, JP Morgan and Barclays are listed as debt partners, though the size of any accompanying debt facility has not been disclosed.
Publicly traded robotics picks-and-shovels names stand to benefit from the sector's expanding capital base: Ambarella (NASDAQ: AMBA), with a consensus price target implying roughly 47% upside according to Investing.com analysis, and Ouster (NYSE: OUST), up more than 70% year-to-date as of Wednesday's close, have drawn analyst attention as industrial AI emerges as a major investment theme.
Atoms is the holding company built atop CloudKitchens, Kalanick's ghost kitchen business, and Pronto, the heavy-industry automation firm formerly led by Anthony Levandowski that Kalanick acquired in March 2026. The merged structure now operates three divisions: Atoms Food, Atoms Mining and Atoms Transport. Kalanick described the company in an X post as an OEM building "atoms-based computers" for industrial sectors, drawing an analogy to how Uber digitized transportation and CloudKitchens digitized food production. "Fuel to complete the bits-to-atoms story arc we started at Uber, continued at CloudKitchens and will now finish at Atoms," he wrote.
Horowitz framed the bet around specialized rather than humanoid robots, arguing in a post published Wednesday on a16z.com that "the specialized ones are far better suited to most of those jobs" in heavy industry. "I think the most valuable thing someone could do with AI and robotics is to repeat the same thing Uber did for transportation, or that computers did for the digital world: to make everything and everyone more productive," he wrote. The three Atoms divisions target what Horowitz called "all trillion dollar industries" — mining, heavy transport and food production.
The deal is also a reunion with a personal dimension. Kalanick noted in his X post that a partnership with Marc Andreessen and Ben Horowitz nearly came together at Uber in 2011, and said the failure to close it carried lasting consequences: "In 2017 Uber suffered the consequences of not having Marc on the board." Uber's participation as an equity partner adds symbolic weight to that reconciliation.
The fundraise lands in an exceptionally hot market for physical AI capital. Global robotics funding hit a record $55.8 billion in 2026 through early June, nearly double the previous annual record, according to Dealroom data cited by multiple outlets. UK-based Humanoid raised $152 million at a $1.35 billion valuation on July 21, the day before the Atoms announcement, according to Reuters. Grid Dynamics (NASDAQ: GDYN) separately announced a strategic partnership with Doosan Robotics on July 16 to deliver physical AI software for collaborative robot users, one of several recent industrial AI commercialization deals signalling how quickly the sector is moving from capital formation to deployment.
The competitive backdrop includes Tesla (NASDAQ: TSLA), which reported Q2 2026 earnings Wednesday and whose Optimus humanoid program has set the framing for the broader industrial AI conversation.
Kalanick's vision letter explicitly references Tesla's "Amazing Abundance" thesis, positioning Atoms' "Age of Atoms" as the industrial analogue. Tesla reported negative free cash flow for Q2 as AI and robotics spending surpassed $25 billion for the year, underscoring the capital intensity of the race Atoms is entering.
Key figures to watch going forward include Atoms' post-money valuation, which has not been disclosed, and whether the company provides commercial traction metrics for its three divisions as it moves from stealth to public profile. The split between the stated $1.7 billion equity raise and any concurrent debt facility from its five banking partners also remains to be detailed.