Adams Street Partners, through partners Brijesh Jeevarathnam and Stephen Bluestein argues that investors with early access to high‑quality AI deals are poised to reap rewards as innovation speeds up. The firm points to a surge in venture capital activity outside the United States, especially in Europe and Asia, as the new frontier for AI startups in the global market.

Jeevarathnam notes that the shift toward a more global venture ecosystem reflects broader trends in technology diffusion and talent mobility. He cites India, Australia, and Southeast Asia as hotbeds where startups are scaling rapidly, drawing investment from both local funds and multinational backers. This geographic diversification reshapes the risk profile and potential upside for private‑market investors in the current cycle.

By targeting AI ventures across these emerging hubs, Adams Street positions itself to capture early‑stage growth while mitigating concentration risk. The firm’s strategy signals a broader shift among private‑market players toward a more diversified, globally dispersed investment thesis. For institutional investors, the takeaway is clear: exposure to AI outside the U.S. can enhance portfolio resilience and unlock new return streams.