
AI Claims 80% of Record $300B VC Quarter
Q1 2026 set an all-time venture capital record with $300 billion invested globally, and AI startups captured $242 billion of it - four mega-rounds alone accounted for 64% of every dollar deployed.
They summarize our coverage. We write it.
Newsletters like this one rebroadcast our headlines - often without the full review, the source reading, or the analysis underneath. Our weekly briefing sends the work they paraphrase, straight from the desk, before they get to it.
Free, weekly, no spam. One email every Tuesday. Unsubscribe anytime.

Q1 2026 set an all-time venture capital record with $300 billion invested globally, and AI startups captured $242 billion of it - four mega-rounds alone accounted for 64% of every dollar deployed.

Microsoft commits $5.5B to Singapore's cloud and AI infrastructure through 2029, one day after a separate $1B+ Thailand pledge, as Brad Smith tours Asia cementing Microsoft's position as the West's preferred AI infrastructure partner in the region.

Physical Intelligence is in talks to raise $1 billion at an $11 billion valuation, doubling in four months, as investors pour capital into AI software designed to run robots in the real world.

Kleiner Perkins closes a $3.5B dual fund - its largest raise in the current era - betting on Anthropic, Harvey, and a 2026 IPO window.

Tencent's 2025 results beat estimates, with the company spending $2.6B on AI last year and planning to at least double that in 2026 despite ongoing GPU supply constraints from US export controls.

Meta signs a five-year, $27 billion AI infrastructure agreement with Nebius Group, marking one of the largest cloud computing contracts ever announced.

Jensen Huang confirmed Nvidia's $30B OpenAI investment will likely be its last direct equity stake, killing the $100B pledge as OpenAI races toward a public listing at a $730B valuation.

Crunchbase data shows February 2026 was the biggest startup funding month in history, with OpenAI, Anthropic, and Waymo absorbing $156 billion of a record $189 billion total.

An OECD report reveals AI firms captured 61% of global venture capital in 2025 at $258.7 billion, doubling their share since 2022, while mega-deals above $1 billion account for half of all investment value.

Bridgewater Associates warns AI capex has entered a 'dangerous phase' as Alphabet, Amazon, Meta, and Microsoft commit $650 billion to infrastructure in 2026, up 67% from last year.

India's AI Impact Summit drew $350 billion in infrastructure commitments from Reliance, Adani, Microsoft, and Google, positioning New Delhi as a third pole in the global AI race.

The India AI Impact Summit 2026 in New Delhi draws 20 world leaders and CEOs from OpenAI, Google, Anthropic, and DeepMind. Adani pledges $100 billion for AI data centers, Anthropic opens its first India office, and 12 indigenous AI models are unveiled.