Culinary & FoodserviceFriday, August 21, 2026
AI consolidation reshapes restaurant technology market structure
Restaurant technology is consolidating around five AI-driven clusters, including point-of-sale, delivery, inventory, voice robotics, and fintech, with major acquisitions driving market integration.
The numbers
- $18B Toast market cap as POS leader
- $4.5B Toast 2024 revenue
- $50B Square market cap
- $29B Afterpay acquisition price
- $110B Fiserv market cap
