At Davos 2026, Lu Zhang, founder and managing partner of Fusion Fund, discusses how she identifies and backs frontier technologies across enterprise AI, healthcare AI, and industrial automation. Drawing on more than a decade of investing experience, Zhang explains how AI has evolved from early machine learning applications to scaled, enterprise-ready systemsโand why cost, security, infrastructure, and governance now matter as much as performance.
She also shares how geopolitical uncertainty and regional regulation are reshaping global innovation, what enterprise leaders are getting right (and wrong) about AI deployment, and why Davos remains a critical forum for understanding how technology, capital, and policy converge.
Participants
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