TechCrunch Disrupt 2026 San Francisco mein shuru ho chuka hai. Is baar focus sirf software AI par nahi, balki physical AI, robotics aur energy infrastructure par hai. Investors ab 'hype' se hat kar 'real-world utility' aur solid business models wali companies ki taraf move kar rahe hain.
AI mein aya bada pivot!
San Francisco ke Moscone West convention center mein 10,000 se zyada founders aur investors jama hue hain. Pichle saalon mein focus sirf software AI models par tha, lekin 2026 mein scene badal gaya hai. Ab baat ho rahi hai robotics, smart infrastructure aur un massive energy requirements ki, jo next-gen data centers ko power dene ke liye zaroori hain.
Investors kyun hain thode cautious?
Market mein ab speculative venture capital interest thoda kam hota dikh raha hai. Investors ab sirf fancy algorithms nahi, balki 'tangible utility' maang rahe hain. Sabse bada mudda ab 'energy wall' ka hai—yaani AI systems chalane ke liye electricity ka jugaad kaise ho. Focus ab software banane se zyada power, cooling, aur hardware frameworks manage karne par shift ho gaya hai.
Circular financing ka risk
Experts ek naye khatre ki baat kar rahe hain jise 'circular financing' kehte hain, jahan startups bina kisi solid profit path ke ek doosre mein paise daal rahe hain. Saath hi, badi tech companies ka massive Capex (Capital Expenditure) data centers par kharch ho raha hai, lekin kya ye revenue mein convert hoga? Ye ek bada sawal hai.
Indian Markets par kya asar?
Ye global trends humare Indian IT aur infrastructure sectors ke liye bahut important hain. Global giants jab physical AI aur supply chain automation ki taraf badhenge, toh Indian IT firms hi inke primary partners honge. Global level par data center demand badhne se Indian power aur cooling companies ko fayda toh dikh raha hai, lekin project execution aur high borrowing costs ka risk bhi sath chal raha hai.
Investors ke liye ab sirf AI ka naam kaafi nahi hai. Agli quarterly reports mein ye check karna zaroori hoga ki AI spending se asli revenue kitna generate ho raha hai, na ki sirf future ki ummeedein.