The 2026 edition of Silicon Valley Bank’s Global Private Market Trends report highlights how a handful of powerful forces are reshaping venture capital and growth investing worldwide. From the explosive momentum in AI and cyberAI to a surge of interest in defense tech and shifting capital pools, the report maps where capital is flowing—and why.

Our panel of global experts discussed the report's findings as well as the forces shaping VC ecosystems around the world.

Watch the on-demand replay to learn more about these key takeaways:

  • European VCs, founders, and governments are focused on defense tech, a key area of growth where today’s bleeding-edge innovation is happening. 
  • The Indian IPO market is booming, creating a flywheel effect of capital and talent. Founders today can take startups to scale with fewer missteps and a faster ramp. 
  • Israel stands out as a hub for cyberAI startups and technology, thanks to elite domestic talent and a strong flow of cross-border capital.
  • In Latin America, founders are going global, taking home-grown fintech and application-layer AI startups to international markets.
  • The global AI race continues to be in full flight with capable players in China and Europe despite the US lead. 

Bottom line: In 2026, private markets hinge on AI mega-scalers, booming defense tech, and broader LP capital.

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