MoneyThe story, in brief
AI and defence companies dominate US growth investment
AI and defence: the only sectors with an 'insatiable appetite' for US growth capital right now.
The KeyNews take
Why it matters
Defense and AI are consolidating investor attention in US growth markets, crowding out other sectors. For founders outside these domains, capital access is tightening—a structural shift in how VCs allocate dry powder.
The key facts
5 to knowAI and defence sectors showing 'insatiable appetite' for investment
Other sectors struggling to access funding
Published April 24, 2026 — indicates sustained investor thesis post-2025
Financial Times reporting suggests institutional capital concentration
Implies bifurcated funding landscape favoring AI/defence over other verticals
Go to the source
Financial Times Technologyft.com
Publisher excerpt: Investors show ‘insatiable appetite’ for the sectors while others struggle for funding