We believe falling costs, rapid technological improvement, and a supportive policy backdrop are converging to push robotics toward an inflection point in 2026.

Software is caught in a broad sell-off as the market prices in AI disruption risk. While some risk may exist, we see opportunity.

This month, we discuss disruptive trends in AI, Defense Tech, Autonomous Vehicles, U.S. Infrastructure, AI Semiconductors, and Lithium.

This month, we discuss disruptive trends in Data Centers, Defense Tech, AI, FinTech, AI Semiconductors, and CleanTech.

CES 2026 featured AI and robotics shifting to real deployment, driven by advancing semiconductors, industrial automation, and commercialized humanoid robots.