AI Demand Trend
Measures the momentum of AI deal activity and funding flows across the market.
Current Status
Last updated: Feb 20, 2026
• Deal activity up 59% vs prior period
• Funding momentum strong at 2.88x
What It Means
AI Demand Trend captures whether interest and capital deployment into AI ventures is accelerating, stable, or cooling.
An accelerating trend suggests strong conviction from investors and enterprises, typically benefiting companies positioned to capture this demand.
A cooling trend may indicate market saturation, reallocation of capital, or a pause in expansion—not necessarily negative, but worth monitoring.
Which Stock Categories Tend to Benefit
Infrastructure
Benefits most during accelerating demand—compute and chips scale with AI adoption.
Models & Platforms
Benefits from accelerating and stable demand as platform adoption grows.
Data & Analytics
Benefits from stable, sustained demand indicating production workloads.
Applications
Benefits from stable demand with high adoption maturity.
How We Compute It
- •Computed from deal count momentum: ratio of 30-day deal activity to 90-day baseline (normalized to 30 days).
- •Funding momentum provides secondary confirmation: ratio of 30-day funding to 90-day baseline.
- •Thresholds: Accelerating when deal momentum > 1.15 or (funding momentum > 1.25 AND deal momentum ≥ 1.0). Cooling when both metrics decline significantly.
Limitations
- •Short-term spikes may not indicate sustained trends.
- •Deal count doesn't capture deal quality or strategic importance.
- •Geographic and sector variations may be masked in aggregate signal.
For informational purposes only. Not investment advice.