December 6, 2025

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And now, here are this week's top research briefs.

ICYMI

The data center value chain market map

We mapped 367 companies across 45 markets in the data center value chain to spot where advantage is forming, identify investment opportunities early, and find partners before competitors.

DataCenter-ValueChainMarketMap-122025-1-880x3738

The AI agent market map

Using CB Insights predictive intelligence, we map 400+ promising AI agent startups across 16 categories to evaluate for build, buy, and partnership opportunities.

ai-agent-market-map-112025_final-880x2266

The top 25 Italy venture investors

We used CB Insights' predictive signals to identify Italy's top venture firms and rank them based on their portfolio strength and ability to predict future winners.

Italy25-InvestorList-112025-v1-1-1-984x1536

Early-Stage Trends Report: Stablecoins' breakout moment, real-world AI training data, and more in October

We analyzed 1,350+ early-stage deals in October to identify the most promising companies, top investors, and emerging categories to watch based on CB Insights predictive intelligence.

Customer-Exclusive Research

Mosaic and hiring signals show VPP momentum shifting to capacity markets and Europe

CB Insights signals — Mosaic movements plus hiring and headcount shifts — show VPP momentum tilting away from California and toward capacity‑market regions and Europe. We identify where providers are gaining ground and which startups are best positioned for what's next.

Space is the new cybersecurity frontier: Here are the startups leading the race

We used our CB Insights Mosaic score to identify the startups most likely to lead the expanding space cybersecurity market.

Surgical robots reach an inflection point: Here are the M&A targets leading the shift

Using CB Insights' proprietary Mosaic scores and M&A probability signals, we analyzed 40+ surgical robotics companies to surface the 6 best positioned for acquisition.

Have a great weekend.

I love you.

Anand

@asanwal

Co-Founder & Exec Chair

P.S. Did you miss our briefing on real-world use cases of AI agents in action? Download the recording to learn about agents driving ROI.

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