Invasive Brain-Computer Interfaces Enter the Delivery Era

Invasive brain-computer interfaces are moving from technology demonstrations toward early validation of commercial pathways, with a triple inflection point in regulation, clinical use, and AI decoding arriving together in 2026. China's first invasive brain-computer interface product has been approved and granted a national medical insurance billing code; US companies including Neuralink, Synchron, Paradromics, and Precision are entering multi-path clinical trial stages along different routes such as microneedles, intravascular approaches, electrode arrays, and intraoperative methods. The combination of large language models and neural decoding algorithms is pushing the valuation ceiling of brain-computer interfaces from motor control toward language and more complex human-computer interaction.