Building the infrastructure for AI will cost the US 3.6% of its GDP annually, while venture capital in Europe has grown by 77%
Let’s kick off the week with some figures on where money is currently flowing within the AI sector.
Venture Capital
Startups before the late stage — rounds up to Series B, valuations under $1B — and the venture industry itself: funds, LPs and market data.
Big Tech profits from private AI companies twice — as a supplier and as a shareholder
Some analytical information on external (non-portfolio) companies for our readers
Defense tech and government contracts: where venture risk becomes political
The market does not ask whether an investor is ready for the next window of opportunity. It simply moves price, liquidity and expectations — and then explains in hindsight why it was obvious. “Defense tech venture ris...
Venture Monitor Q2: records amid a shrinking market
PitchBook and NVCA reported that $100 million-plus mega-rounds captured 87.5% of the $412.7 billion invested in the US in the first half of 2026. AI took 86% of venture dollars, while Andreessen Horowitz, Thrive Capit...
Global venture funding hits a record $510 billion in the first half
Crunchbase counted a record $510 billion in global venture funding in the first half of 2026: $305 billion in Q1 and $205 billion in Q2, with 43% going to OpenAI and Anthropic.
How the War in Iran Affects Venture Investors
How the War in Iran Affects Venture Investors. Markets are currently experiencing a significant reaction to the conflict surrounding Iran. Many factors directly impact the economy and investment climate: 📈 Oil prices ...
Why AI infrastructure has become one of the main venture topics
AI infrastructure has become a key venture focus because the rise of generative AI has created demand not just for models, but for the entire stack around them—computing, data storage, orchestration, security, and dep...
DeepInfra raises $107 million to expand its inference cloud
DeepInfra closed a $107 million Series B co-led by 500 Global and George Harik, with participation from NVIDIA, Samsung Next, Supermicro, Felicis, Peak6 and Upper90. The platform processes about 5 trillion tokens per ...
Late-stage venture debt reaches a decade high
Late-stage venture debt reached a ten-year high in Q1 2026. The median deal was $10.8 million and the average deal was $68.2 million. Growth-stage companies accounted for 67% of US venture-debt volume, or $13.3 billio...
Venture Monitor: a record quarter rests on five deals
PitchBook and NVCA reported $267.2 billion in Q1 2026 deal value and $347.3 billion in exits. Without the five largest deals and exits, those figures fall by 73.2% and 86.6%. The data shows extreme capital concentrati...
AI captures about 80% of global venture capital in the first quarter
Crunchbase-linked analysis estimated that startups raised about $300 billion in Q1 2026, with roughly $242 billion going to AI-related companies. A year earlier, AI's share was 55%. US companies accounted for about 83...
Nitra raises $187 million and passes $1 billion in processing volume
Nitra raised $187 million, including $72 million in equity, $20 million in venture debt and a $95 million warehouse facility. Revenue grew from $4 million to $33 million in 2025, the platform serves more than 700 prac...
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