《2026年跨大西洋深海技术报告》

June 2026 The 2026 Deep Tech Report The next trillion dollar companies will be built in the world of atoms The global economy is being reshaped by two powerful forces. First, globalization is giving way toa more fragmented world.Countries are increasingly focused on securing critical technologies, strengthening domestic manufacturing, and building moreresilient supply chains. Second, many advanced economies face growingstructural challenges: aging populations, labor shortages,rising energy demand, and the mounting effects of climate change that slow growth and strain public finances. In response, we are witnessing a historic, state-backed reallocation of capital. Governments and institutional allocators are deployingunprecedented resources to secure technological supremacy, triggering a definitive shift from bits back to atoms. As the easymargins and moats of pure software erode, the next great epoch of value creation will be forged in the physical world.This is thedawn of the Deep Tech supercycle: a once-in-a-generation opportunity to build the infrastructure of the future. Yet technological sovereignty is not synonymous with self-sufficiency. No nation can realistically dominate every layer of increasinglycomplex industrial value chains. The future belongs to trusted alliances that combine complementary strengths while reducingdependence on strategic rivals. The U.S. and Europe are uniquely positioned to lead this shift. The defining global champions will winbecause they forgea new transatlantic industrial bridge, fusing the unparalleled depth of U.S. capital markets and commercialscale with Europe’s immense reserves of deep engineering talent and legacy industrial might. The startups that successfully bridge these ecosystems will be uniquely positioned to build the infrastructure, industries, andtechnologies that shape the next chapter of the global economy. The 2026 Deep Tech Report Key Facts & Figures Deep TechDefined 7 of 10 largestcompaniesstarted in Deep Tech$3.9 Trillionstart-up EVSimilar marginsto SaaS 2x more likelyfor U.S.Deep Tech to get to SeriesD vs. Regular Tech CommercializingScientificBreakthroughs 5-8 yearsand$75-175M raisedto get toUnicorn status 25% more likelyforEuropean Deep Tech Deep Tech is amoment in time Similarto Regular Tech TransatlanticOpportunity Europehas (vs. U.S.)2xmore STEM graduates 2xlonger tenure2-5xlower salaries 50%of top technicaluniversities are in the U.S. Top global alliance Bay Area, Los Angeles,New York - Largest economies- Largest trade partners- #2 & 3 in manufacturing- Largest foreign investors- Largest foreign jobs 30%of top technicaluniversities are in Europe FundingLandscape 50%of U.S. VC funding is inDeep Tech 60%of Deep Techunicorns are in U.S. $156.6BDeep Techfunding in U.S. & Europe2xearly funding in U.S.24xlater funding in U.S. $92BDeep Tech exit value90%of exit count are M&A60%of exit value are IPOs 25%of European VCfunding is in Deep Tech 10%are in Europe The 2026 Deep Tech Report Key Facts & Figures About this report A unified definition of Deep Tech:The primary goal of this report is to armthe Deep Tech ecosystem with an aligned set of definitions so that founders,investors, operators, academics, and policymakers can operate with asingle, standardized language, globally. Methodology Some technologies that were onceconsidered Deep Tech have now becomemainstream. As a result, some companies areincluded in previous reports but not in thisyear’s report. Hence, funding numbers mayvary year over year. Deep Tech is amoment in time: From bits to atoms:We are entering a new Industrial revolution. Thismoment marks a critical paradigm shift from traditional software torebuilding the physical world. Breakthrough science and engineering mustbe actively deployed to address humanity's most pressing globalchallenges - from increasing debt burdens, to low fertility rates, risingenergy demand, and climate change. December 31, 2025 unless stated otherwise onthe chart. Cut-off date: Data for the people:As the popularity of Deep Tech increases, so does thenoise. The best antidote to poorly informed punditry and propaganda isdata. Our goal is simple: to provide the clarity needed to build, fund, partnerwith, and scale world-leading Deep Tech companies. Data sources can be found on the bottom ofeach slide. Data sources: International collaboration: This report outlines a definitive blueprint forcross-border collaboration, illustrating that category-defining championsare scaled not in isolation, but through a deeply interconnectedtransatlantic economy that leverages the unique strengths of Europe andthe U.S. We partner with leading experts acrossdomains for external input. Contributors: Meet the authors Investors Data Providers Founders Alexander Fang, Conjure CapitalAlexander Schmitt, LightspeedAnil Achyuta, Energy Impact PartnersAnne-Charlotte Philbert, EurazeoBert Gyselinckx, imec.xpandBrayton Williams, Boost VCChri