Channel
Latest tech & capital coverage from North America Biz.
According to Morgan Stanley's latest outlook, global AI investment in 2026 is shifting from infrastructure mania to commercialization validation. Capital is beginning to demand evidence of returns, with electricity and supply chains becoming new constraints, and M&A at the application layer will accelerate. This article analyzes the regional competition and future landscape in this rebalancing.
Morningstar has launched its first index tracking pure-play generative AI companies, marking a shift in AI investment from active stock-picking to passive allocation. This move embodies a deeper capital logic: the market is coming to view GenAI as a sustainable industrial track, not merely a technological concept.
From Morgan Stanley's 2026 AI outlook, see how global investment logic shifts from scale expansion to risk repricing, as well as new variables in energy, geopolitics, and regional competition.
Veerixa business services platform launches, exploring new models for building enterprise global information visibility in the AI search era, connecting AI platforms, search ecosystems, and global communication resources.
The generative AI market size is projected to reach $1.26 trillion by 2034, with North America leading at a 48.7% share. Enterprise adoption is shifting from experimental deployments to mission-critical applications, with industry-specific customized models and small models advancing in parallel. This article interprets the logic behind the market explosion from a strategic and investment perspective.
Morgan Stanley's 2026 AI Market Trends Report shows that global AI investment continues to surge, but the balance between risk and reward is becoming a new focus. This article analyzes the underlying logic behind the AI construction boom from the perspectives of capital flows, industry competition, and regional economies.
AI is extending from high-frequency trading to clearing, compliance, and risk management, fundamentally transforming the infrastructure of North American capital markets. Data quality and governance capabilities have become new competitive barriers, and corporate talent strategies are accordingly shifting toward AI literacy development.
In 2025, 65.6% of US VC funds flowed into AI, with half of that capital going to just 0.05% of deals. This unprecedented concentration of capital is creating a "foundation model layer isolation effect," leaving application-layer AI companies and non-AI industries facing a funding gap. This article analyzes how this landscape is reshaping the North American startup ecosystem, valuation logic, and infrastructure investment.
The Digiloong Cup Investment Summit held by Century Huatong in Macau revealed the trend of the AI industry shifting from competition in technological efficiency to competition in ecosystems. Macau, as a platform connecting the mainland with Portuguese-speaking countries, is becoming a key springboard for the global layout of Chinese AI enterprises.
PitchBook’s 2026 report reveals that a supercycle of AI margins is brewing beneath the software industry downturn. Agentic AI will disrupt the traditional SaaS model and create a new value growth flywheel. Private capital is accelerating its entry, making active management critical.
Behind the explosive growth of the AI market, investors face a paradox of high valuations and high revenues. The competitive landscape between tech giants and startups is reshaping capital flows, while the divergence between the infrastructure and application layers is giving rise to new strategies. This article analyzes the profound impact of this transformation on the North American tech ecosystem.
South Korea's AI startup ecosystem is undergoing a profound transformation from consumer applications to industrial infrastructure. Corporate strategic investments, multi-department government collaboration, and regulatory-driven capital logic are jointly propelling AI into key fields such as nuclear waste management, trade data, and surgical analysis. This article interprets the new phase of Korean AI industrialization from the perspectives of capital flow, industrial policy, and global competition.
Analyze the trend of AI investment spreading from the United States to the world, and explore its profound impact on North American technology companies, investors, and the regional competitive landscape.
This analysis interprets a deeper shift from the perspective of capital allocation: some investors are beginning to view biotechnology as an alternative direction to hedge AI valuation risk. This is not merely an industry rotation, but also reflects a rebalancing in North American tech capital’s growth narrative, risk appetite, and long-term return expectations.
An institutional position adjustment is not unusual in itself, but when the underlying asset is TSMC, it reflects not a single trade, but the reallocation of global AI and semiconductor capital between different stages.