state of ai q2'26.

venture trends.

5 ai agent predictions. 

 

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July 25, 2026

Hi there, 

 

Here is this week's top research. 

ICYMI
 
State of AI Q2’26

AI funding just posted its second-highest quarter on record. Here's what happened.

SoAI-Q226-chart1

Hyperscalers are carving up the AI agent market — here is who’s winning where

CB Insights’ partnership data reveals the split: Google is winning coding, Microsoft compliance verticals, and Amazon customer service.

google-ai-coding-br-chart-1-1024x1018 (1)
State of Venture Tracker

Funding tops $200B for the second consecutive quarter. Deal count hits a decade low. Mega-rounds take 81% of all capital. SpaceX goes public at a record valuation. Every data point comes from the CB Insights proprietary database, updated in real time.

SoV2026
AI 100: The most promising artificial intelligence startups of 2026

CB Insights is launching the 10th annual AI 100 — our ranking of the world’s top emerging AI companies based on CB Insights’ predictive signals. From the infrastructure layer to enterprise and industry-specific applications, this year’s winners are shaping how industries think, decide, and act.

AI100-MM-042026-4-880x1248

The agentic commerce market map

The 170+ companies building the tech and tools behind autonomous buying — from orchestration platforms to agentic payments.

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Customer-Exclusive Research

 

The manufacturing robotics market map: 115+ companies building the automated factory of the future

We mapped 116 companies across 14 manufacturing robotics markets, leveraging our predictive signals to identify emerging trends.

ManufacturingRoboticsMM-062026-880x1543

5 AI agent predictions for 2026

As agents delete work and win labor budgets, the bottleneck shifts from building them to deploying, securing, and scaling them. CB Insights’ signals reveal the markets capturing that value in 2026.

CustomerServiceAIAgentsMarketShare-022026-2-1-1017x1024

Have a great weekend.

 

We love you,

The CB Insights Newsletter Team

 

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