Q1 2026: AI Grabs 81% of VC, Record $297B as Mega-Rounds Return
AI soaked up roughly 80–81% of global VC in Q1 2026—about $239B of a record $297B quarter. What Changed and Why It Matters Venture funding just reset the ceiling. Reports…
Why AI labs now buy data centers — not just GPUs or cloud
What Changed and Why It Matters AI’s center of gravity moved from chips to power. Labs aren’t just chasing NVIDIA GPUs anymore—they’re racing to secure electricity, cooling, and network fabric…
Inside the $2B AI collar bet: from capex frenzy to data moats
What Changed and Why It Matters Investor mood is shifting from euphoria to scrutiny. Hardware spend has surged. Now the market wants proof the AI flywheel actually spins. “Investors had…