Tech

This analyst note examines the physical AI infrastructure landscape, assessing where durable commercial opportunities lie for suppliers of robot learning data and tools.

Inference AI chip VC hit $4.2 billion through August 2026, on pace to top 2025’s $5.2 billion. Median valuations surged from $194 million to $1.7 billion. We map five segments reshaping the compute landscape.

Our Medtech Public Comp Sheet tracks stock performances, valuations, and market caps of key publicly traded medtech companies.

Our Fintech & Payments Public Comp Sheet tracks stock performances, valuations, and market caps of key publicly traded fintech & payments companies.

Our AI Public Comp Sheet tracks stock performances, valuations, and market caps of key publicly traded AI companies.

The sector’s share of global GP-led secondary PE exit value has doubled since 2023.

Space tech and advanced manufacturing lead, as robotics and drones also more than double 2025’s total.

The Gaming VC First Look is a preliminary release of top-line venture industry figures for the gaming sector, intended as a first-to-market source of key datasets and findings.

The E-Commerce VC First Look is a preliminary release of top-line venture industry figures for the e-commerce sector, intended as a first-to-market source of key datasets and findings.

This analyst note examines the BCI market’s TAM expansion, Neuralink’s competitive positioning, and underappreciated investment opportunities in adjacent sectors such as surgical robotics and psychiatry.

The Mobility Tech VC First Look is a preliminary release of top-line venture industry figures for the mobility tech sector, intended as a first-to-market source of key datasets and findings.

This analyst note examines how nine leading hyperscalers and neoclouds are responding to AI demand, comparing executive commentary on their strategies across chips, capacity, and capital deployment.

The Defense Tech VC First Look is a preliminary release of top-line venture industry figures for the defense tech sector, intended as a first-to-market source of key datasets and findings.

The Foodtech VC First Look is a preliminary release of top-line venture industry figures for the foodtech sector, intended as a first-to-market source of key datasets and findings.

The Agtech VC First Look is a preliminary release of top-line venture industry figures for the agtech sector, intended as a first-to-market source of key datasets and findings.

Sovereigns bring funding, partners and power to a cautious financing market.

This analyst note examines robotics actuators and motion systems, exploring how merchant suppliers can build durable, venture-scale businesses as robot production ramps up.

Investors at HumanX say capital and consensus are choosing AI’s leaders.