AI Adoption Surges in Industrials 🤖🏭

[johnblockbuster]

Artificial intelligence is making waves across the industrials sector, especially in automotive and defense:

AI mentions doubled in 2 years

38% of industrials VC deals in H1 2025 focused on AI/ML

VC investment in AI/ML up 268% YoY

Companies raising $500M+ include Anduril, Helsing, Saronic, Tekever

Opportunities:

Automotive: automated driving, plant efficiency, cost reduction

Defense: autonomous capabilities, drones

Capital goods: product design, factory automation, labor productivity

Top names to watch:

Automotive: Tesla, Li Auto, XPeng, BMW, Mercedes-Benz

Defense: Rolls-Royce, Safran

UBS notes that first movers could capture long-term gains, while cost savings in low-barrier areas may face competitive pressure.

[Nahid10]

AI is becoming the backbone of industrials — from autonomous cars to next-gen defense.

[jacson4]

268% YoY VC growth shows where smart money is flowing: AI/ML in auto & defense.