February marked a strong rebound in AI investment with $6.5 billion across 115 transactions, up significantly from January’s 80 deals. Despite inflation and tariff concerns, Figure is reportedly in talks for a potential $1.5 billion growth round in industrial AI, while diverse sectors from healthcare to security attracted substantial funding. Big Tech continues aggressive infrastructure investments, with Alphabet committing $75 billion, Amazon $100 billion, and Meta planning up to $35 billion for data centers. Nvidia’s strong Q4 results, including $11 billion in Blackwell chip sales, further demonstrate the sector’s resilience. The diversification across applications signals renewed investor confidence in AI’s long-term potential.
Stepmark Partners 