Whatвђ™s Changed: Future Of Tech Investment In Un... Today

There is a surge in funding for "embodied intelligence," where AI is integrated into robotics and manufacturing.

The "AI arms race" has triggered a multi-year capital expenditure cycle focused on the physical requirements of compute power. What’s Changed: Future of Tech Investment in Un...

Capital is concentrating on AI-native companies that provide specialized, vertically integrated solutions for industries like banking and healthcare rather than general-purpose models. 2. Massive Infrastructure and Energy Demands There is a surge in funding for "embodied

The U.S. tech investment landscape in 2026 has transitioned from speculative hype to a phase of and physical infrastructure buildout . Total U.S. technology spending is projected to grow by a record 8.3% this year, reaching approximately $2.9 trillion . 1. The Shift to "Agentic" and Physical AI Total U

Top Tech Trends 2026: AI Backbone, Intelligent ... - Capgemini