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title: ai's second-biggest quarter
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| state of ai q2'26. venture trends. 5 ai agent predictions.    View in browser 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. 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. 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. 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. The agentic commerce market map The 170+ companies building the tech and tools behind autonomous buying — from orchestration platforms to agentic payments. 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. 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. Have a great weekend.   We love you, The CB Insights Newsletter Team   P.S. Want to learn how fraud prevention and cybersecurity teams are fighting AI with AI? Register for our briefing here. Get started with CB Insights Start your free trial CB Insights' emerging technology insights platform provides all the analysis and data from this newsletter. Our data is the easiest way to discover and respond to emerging tech.  Was this email forwarded to you? Sign up here Copyright © 2026 CB Insights, All rights reserved. 498 7th Avenue, NY, CB Insights, New York,10018 About Us \| Update Preferences \| Research \| Newsletter |
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