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Macro Trends: Where Investments and the Ecosystem Are Headed

According to recent data, global venture capital investment in Q3 2025 rose to 120 billion dollars, and investment activity in the U.S. is once again on the upswing.

Despite notable contractions in several tech segments (layoffs, pullback from less-profitable verticals), investors are showing readiness to invest in startups with clear ROI and real products — whether enterprise AI, robotics, automation, logistics, or defense.

In the defense & aerospace sector, a surge in investment is also being recorded: the number of large rounds has doubled year-over-year, reflecting a strategic shift toward startups working on defense and adjacent technologies.

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