- In the second half of 2026, US non-core assets are expected to see accelerated capital operations and product launches driven by AI infrastructure spending and biotechnology commercialization.
- Notable developments include Backblaze's $335 million AI cloud storage agreement, Yum China's acquisition of the Pizza Hut brand, and Solid Power's appointment of a BMW executive to enhance strategic ties.
- Despite macroeconomic headwinds, significant funding is flowing towards sectors with clear commercialization timelines, reflecting a focus on actual orders and regulatory approvals in capital pricing.
