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Stock impact report

The AI startups founders and VCs say could be acquisition targets in 2026 [Fortune]

Datadog, Inc. - Class A (DDOG) 
Last datadog, inc. - class a earnings: 2/13 04:10 pm Check Earnings Report
Company Research Source: Fortune
For the private markets, this means thinking about more AI, all the time. That said, I do think next year the rubber is going to meet the road for AI startups and giants alike. High compute costs, compressed margins, and soaring valuations and expectations will inevitably collide with reality. And for some, this will mean even more acquisitions and more acquihires than perhaps we've seen so far in the AI boom. I started asking around: Which startups would make smart acquisition targets for a tech giant in 2026? “To unlock ‘real world' AI like robotics, autonomous vehicles, smart factories, spatial computing, and embodied AI, tech giants need models that can reason about the real world in real time,” said Aidan Madigan-Curtis, Eclipse Ventures partner, via text. “Startups like Wayve, Physical Intelligence, WorldLabs, Bedrock Robotics, The Bot Company and GenesisAI, are already building simulation engines, sensor fusion stacks, and world models that learn from physical interaction— Show less Read more
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