Startup and Venture Investment News for February 13, 2026: Major AI Rounds, Trust Layer Growth, Digital Health, Embodied AI, and Strategic Signals for Global Venture Funds.
Executive Summary: Venture Market Doubles Down on AI Infrastructure
Startup and venture investment news for February 13, 2026, confirms a structural shift in the global venture capital market. Investor focus is moving away from experimental AI products towards infrastructure, trust layer, and scalable business models within the digital health, enterprise SaaS, and embodied AI segments. Venture funds and strategic investors are strengthening their positions in companies that have already proven commercial viability and demonstrate sustainable unit economics.
Key themes of the day include:
- growth of large funding rounds in AI and digital health;
- strengthening of the confidential AI and governance segment;
- increased activity in deeptech and robotics across Europe and Asia;
- competition for mega-rounds for high-quality teams.
USA: Major Rounds in Digital Health and Enterprise AI
The North American venture investment market remains a driver of global capital flow. Startups operating at the intersection of artificial intelligence and regulated industries are in the spotlight.
In the digital health segment, a significant Series D round was recorded for a telepsychiatry company focused on the insurance model. The raised capital exceeds $200 million, highlighting investor interest in AI tools for optimizing clinical processes, triage, and documentation automation. For venture investors, this is a signal that healthcare is becoming one of the most resilient verticals for scaling AI startups.
Simultaneously, the confidential AI segment—solutions ensuring safe operation of models with sensitive corporate data—is developing. A Series B round in this space demonstrates that trust layer and computation control are becoming mandatory elements of the enterprise stack.
Europe: Governance, Data Sovereignty, and Corporate AI Agents
The European startup market is showing increased activity in corporate AI agents and knowledge management. Venture investments are concentrating around solutions that:
- ensure compliance with regulatory requirements;
- integrate into the infrastructure of large companies;
- support data sovereignty and localized data storage.
A Series A round in a German enterprise AI startup confirms the strategy of funds: Europe is betting on deeply integrated B2B solutions rather than consumer AI applications. For venture funds, this presents an opportunity to build a portfolio considering future compliance requirements and increasing regulation.
Asia: Embodied AI and Robotics as a New Growth Center
The Asian startup market is strengthening its positions in the embodied AI and robotics segment. A Series B round in a Chinese intelligent robotics startup exceeded the equivalent of $140 million. Investors are betting on the synergy of software and hardware infrastructure.
A distinguishing feature of the region is the concentration of capital in hardware-oriented companies. Venture investments are directed toward projects where artificial intelligence is integrated into supply chains, logistics, and industrial automation.
Mega Rounds and Competition for Infrastructure AI Companies
February 2026 is marked by an increase in mega rounds in AI infrastructure. Companies engaged in inference, computing platforms, and specialized chips are attracting hundreds of millions of dollars.
Current dynamics indicate three trends:
- the return of large private capital to late stages;
- increased valuations amid a limited number of quality assets;
- the convergence of venture and private equity capital in the AI segment.
For funds, this means heightened competition and the necessity for early entry into promising startups.
Deal Structure: Discipline at Early Stages
Despite the growth of large rounds, early stages remain under pressure. Seed and Series A require substantiation:
- real revenue or confirmed demand;
- managed expenses on computing;
- clear scaling strategies.
Venture investors are intensifying due diligence concerning unit economics and costs related to AI infrastructure. Startups unable to demonstrate a path to profitability face stricter conditions.
Geographical Diversification of Portfolios
The global venture capital market in 2026 is being shaped into a multipolar system. The USA maintains its lead in volume, Europe strengthens its positions in B2B and deeptech, while Asia is solidifying its role in robotics and hardware solutions.
For international funds, the strategy of geo-diversification is becoming key. An optimal portfolio includes:
- AI infrastructure in the USA;
- enterprise governance solutions in Europe;
- embodied AI and hardware startups in Asia.
Risks in the Venture Investment Market in 2026
Despite the growth in venture investments, systemic risks remain:
- overheating valuations in the AI sector;
- dependency on the cost of computing power;
- regulatory restrictions on cross-border investments.
Funds need to consider potential volatility in public markets, which directly affects exit strategies.
Outlook: AI as the Core Infrastructure of the Venture Market
Startup and venture investment news for February 13, 2026, confirms: artificial intelligence is ceasing to be an experimental technology and is becoming the core infrastructure of business. The venture market is entering a phase of rationalization—capital is flowing into companies capable of scaling in regulated and capital-intensive segments.
In the coming months, expectations include:
- further growth in investments in trust layer and data security;
- strengthening positions in digital health;
- consolidation of infrastructure AI companies.
