High Growth Tech Stocks With Global Potential: Uncovering 2025–2026 Breakout Innovators

The global technology sector is entering a pivotal phase of transformation in 2025–2026, driven by AI-driven innovation, cloud infrastructure expansion, and cross-industry partnerships. While major players like NVIDIA and Alphabet dominate headlines, a wave of under-followed innovators is quietly reshaping the landscape. These companies are leveraging cutting-edge technologies, securing strategic funding, and expanding globally-positioning themselves as prime candidates for breakout growth.

The 2025–2026 Tech Growth Drivers

According to Deloitte's 2025 outlook, global IT spending is projected to grow by 9.3% in 2025, with cloud computing and cybersecurity leading the charge. The Global Innovation Index 2025 notes that AI investments are accelerating, particularly in semiconductors and software, as companies prioritize high-performance computing (HPC) and generative AI. Meanwhile, Mordor Intelligence forecasts a 9.26% CAGR for the IT services market between 2025–2030, with managed security services advancing at 12.8% CAGR. These trends underscore a sector ripe for disruption by agile, under-followed players.

Under-Followed Innovators: The 2025–2026 Breakouts

1. Anthropic: Safety-First AI with Global Ambitions

Anthropic, a leader in safety-focused generative AI, raised $3.5 billion in a Series E funding round extension in March 2025, with plans to expand its EMEA presence through new offices in Dublin and London, according to ForgeGlobal. The company's emphasis on ethical AI aligns with regulatory trends in the EU and U.S., positioning it as a critical player in enterprise AI adoption. With a post-Series E valuation potentially exceeding $100 billion, Anthropic's focus on scalable, secure AI models could drive long-term value.

2. Scale AI: Powering the AI Infrastructure Revolution

Scale AI, a full-stack AI infrastructure platform, secured a $14 billion investment from Meta in July 2025, enabling Meta to build stronger AI models, according to ForgeGlobal. This partnership highlights Scale AI's role in democratizing access to high-quality training data, a bottleneck for many AI startups. With Meta's backing, Scale AI is well-positioned to dominate the AI infrastructure market, which is expected to grow exponentially as enterprises adopt large language models (LLMs).

3. Perplexity: Redefining Search in the AI Era

Perplexity, a generative AI search engine, completed a $500 million funding round in May 2025, achieving a post-Series E valuation of $18 billion, according to ForgeGlobal. Its partnerships with telecom providers like Bharti Airtel in India and Vodafone in Europe are expanding its global footprint. By integrating AI-driven contextual search with real-time data, Perplexity is challenging traditional search engines and capturing a niche in enterprise and academic research.

4. Deepgram: Voice AI's Next Frontier

Deepgram, a voice AI platform, raised $205.5 million in total funding and is leveraging advancements in AI to provide real-time agents and speech-to-text capabilities, as highlighted by Startus Insights. Its technology is gaining traction in healthcare, customer service, and legal transcription, where accuracy and speed are critical. With a 2,200% search growth in 2025, per Deloitte, Deepgram is capitalizing on the surge in voice-based interfaces and ambient computing trends.

5. Airbyte and Airalo: Enabling Global Digital Infrastructure

Airbyte, an open-source data integration engine, raised $335.6 million in total funding, addressing the growing demand for scalable data pipelines in AI and analytics, according to Startus Insights. Meanwhile, Airalo, a digital eSIM marketplace, secured $297 million in funding to expand its connectivity solutions in emerging markets, as reported by Startus Insights. Both companies are addressing infrastructure gaps in AI and IoT, with Airalo's eSIM services enabling seamless global connectivity for remote workers and IoT devices.

Financials and Strategic Momentum

The financial performance of these companies further validates their growth potential. Twilio's Q1 2025 results show 12% year-over-year revenue growth, with non-GAAP operating income surging to $213.4 million. Qualcomm's financial ratios highlight a 44.62% ROE and a $181.26 billion market cap, underscoring its dominance in semiconductor innovation, while Dropbox's fiscal 2025 results show a 41.7% non-GAAP operating margin despite a 1% revenue dip.

Conclusion: The Case for Under-Followed Tech

As global tech spending accelerates, under-followed innovators like Anthropic, Scale AI, and Perplexity are outpacing traditional incumbents by addressing niche markets and leveraging AI-driven scalability. Their strategic partnerships, robust funding, and alignment with macro trends (e.g., AI ethics, hybrid cloud, ambient computing) position them as key players in the 2025–2026 growth cycle. For investors seeking high-conviction opportunities, these companies represent a compelling blend of innovation and financial discipline.