Oldenburg Capital Partners S.à.r.l., a société à responsabilité limitée incorporated under the laws of the Grand Duchy of Luxembourg, is registered with the Luxembourg Trade and Companies Register (RCS) under number B290365, with its registered office at 18, rue Robert Stumper L-2557 Luxembourg.



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Technology

AI strength meets correction risk: what’s next for European VC in 2026

Published 20 January, 2026


European VC deal value increased for the first time in three years in 2025, reaching around €65 billion, but investors predict an uneven recovery in 2026 marked by selective dealmaking and an AI market correction. While AI and defense tech will dominate investment activity, the funding environment will tighten for startups lacking defensible competitive advantages, with exit conditions expected to improve as the IPO window reopens.

Read the full article here: 
https://pitchbook.com/news/articles/ai-strength-meets-correction-risk-whats-next-for-european-vc-in-2026
 
Quotes from Oldenburg

 “Big players like Nvidia and OpenAI will survive whilst countless small AI startups disappear".

"It's not about whether AI works, but which specific applications justify their valuations. Most won't, and startups building yet another AI tool without defensible IP or clear revenue models will perish.”

— Patrice Mesnier, Founding Partner