This isn’t another “AI is booming” story.

This is a power shift.

In March 2026, we saw something much bigger than funding rounds:

$110B raised by a single company

Private equity firms becoming the gatekeepers of AI adoption

IPOs reopening… but only for the elite

And capital concentrating harder than ever before

AI is no longer just a sector it’s becoming the foundation of the next computing stack.

The real question isn’t who’s building…

It’s who controls distribution, customers, and outcomes.

Because right now, the market is splitting:

A few dominant labs at the top…

And everyone else fighting for what’s left.

So where does opportunity actually sit?

And more importantly if you’re not inside the system… can you still win?

This episode is sponsored by EmergeOne, fractional CFOs for venture backed tech startups from Seed to Series B.

Get in touch at https://emergeone.co.uk/contact-us/ or join the CFO team at https://emergeone.co.uk/join-the-cfo-team/

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