The Deeptech Geopolitics Report 2026

100 page guide covering the critical developments that matter in deeptech and geopolitics

The world is undergoing its biggest transformation in half a century, with technology and geopolitics at its centre.

This report maps the critical developments in deeptech and geopolitics for founders and investors navigating this shift - we cover AI, robotics, defence, energy, and manufacturing. Read it here.

What we cover:

• AI: Frontier AI diffusion is now explicit US statecraft. Washington tightens controls on model access and accelerates advanced fab onshoring, while China scales open-weight models and domestic fabrication to route around export controls

• Robotics: is video (data) all you need? Video data, not VLAs, is emerging as the dominant abstraction for physical intelligence. World models displace task-level control, China controls the humanoid component stack, US capital concentrates on models, and humanoid deployment lags hype

• Defense: As the rules-based order erodes, hard power reasserts itself. US doctrine pivots toward domestic security and nationalism, procurement reforms favour startups over primes, and Europe moves late but decisively to define defence sovereignty under mounting threats

• Manufacturing + Supply Chain: Global trade gives way to security-led industrial policy, Trump tariffs become instrument of geopolitical leverage, reshoring exposes cost and dependency constraints, and the AI supply chain becomes the critical stack where US leadership contrasts with deep reliance on Chinese advanced manufacturing

• Energy + Infrastructure: US all in on AI factories build out, with energy a key constraint on AI progress, hyperscalers become de facto national infrastructure players, China nearly doubles Belt and Road initiative, with energy and electrification as strategic influence

• 10 Predictions for 2026: 🔮?

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A sneak peek at some of the (big) stories:

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These are just some of the choice cuts, for the full report, grab a drink and make sure to click on the link below.

A lot of love went into this presentation, so if you enjoyed it, make sure to spread the ❤️ and share with a colleague or friend. Just forward them this email.

Sam