Why Is 90% Of Venture Capital Now AI? 📈🤖💰

TL;DR

• AI now captures 90% of VC, reshaping capital flows globally
• Mega-rounds like OpenAI’s $110B redraw late-stage funding norms
• Debt and bond markets increasingly funding AI infrastructure
• Investors quietly question AI ROI despite record fundraising

HEADLINES

Crunchbase / AI DAILY reported 90% of February VC went to AI 📊🔗

Bloomberg warned of a looming trillion‑dollar AI bubble 💣🔗

Bloomberg detailed Wall Street cutting risk to AI debt 🏦🔗

Dakota Private Markets highlighted record OpenAI, Anthropic mega‑rounds 📈🔗

Now In Tech argued corporate AI isn’t yet boosting profits 🧮🔗

FROM THE BIG PLAYERS

Amazon invested $50B in OpenAI 🧠🔗

SoftBank Group invested $41B in OpenAI 💹🔗

Nvidia invested $30B in OpenAI 🖥️🔗

GIC led $30B into Anthropic 🤖🔗

RAISES

OpenAI raised $110B in a Series F led by Amazon, SoftBank, Nvidia 🚀🔗

Anthropic raised $30B in a Series G led by GIC and Coatue 📚🔗

ElevenLabs raised $500M in a Series D led by Sequoia Capital 🎙️🔗

Waymo raised $16B in a late‑stage round from institutional investors 🚗🔗

NEW LAUNCHES

Project Prometheus unveiled physical‑world AI simulation platform 🛠️🔗

Sarvam AI launched Sarvam‑105B “Indus” multilingual LLM 🌏🔗

Skild AI expanded Skild Brain robotics foundation model 🤖🔗

TRY THESE TOOLS

ElevenLabs powers production‑grade voice and audio cloning 🎧🔗

Higgsfield AI offers browser‑based generative video creation 🎬🔗

Perplexity delivers conversational search with cited answers 🔍🔗

METRICS

Global VC hit $189B in February 2026 📊🔗

AI share of VC reached 90% of global funding 🧮🔗

OpenAI alone represented ~58% of AI dollars 🏦🔗

Anthropic round pushed valuation to $380B 📈🔗

BENCHMARKS

KPMG Venture Pulse flagged AI as dominant late‑stage category 📘🔗

Dakota Review showed late‑stage AI deals dominate dollars 📊🔗

PitchBook NVCA Monitor highlighted AI as core CVC theme 📑🔗

F Prime Robotics Report tracked multi‑billion AI robotics rounds 🤖🔗

INFRA & COSTS

SoftBank deployed $45B in one week for AI infra 🖥️🔗

Amazon planned $12B bond sale to fund AI buildout 💵🔗

Bloomberg reported Wall Street wary of AI borrowing binge 🏛️🔗

Nvidia CEO said customers are “racing to invest in AI compute” ⚙️🔗

VALUATIONS

OpenAI valued at roughly $840B post‑money 🏷️🔗

Anthropic hit $380B valuation after $30B round 💸🔗

ElevenLabs reached $11B valuation on $500M Series D 🎙️🔗

Waymo reportedly valued near $110B post‑raise 🚗🔗

POLICY

Nacha set March 20, 2026 rules on AI‑era ACH descriptors ⚖️🔗

U.S. State Department launched $200M Edge AI Package for allies 🛰️🔗

Ohio districts face March 20, 2026 AI policy deadline 📜🔗

EU‑linked GLOTADALS summit prepares global compact framework on AI law 🌐🔗

SOVEREIGN

Jeff Bezos AI fund courting Middle East sovereign wealth investors 🏛️🔗

Saudi‑backed Vision‑style funds using AI infra bets to extend regional influence 🕌🔗

Canada’s federal government signaling stepped‑up support for domestic AI industry 🍁🔗

SECTORS

Manufacturing deploying AI to automate industrial production lines 🏭🔗

Autonomous vehicles scaling robotaxi fleets with AI perception stacks 🚘🔗

Voice and media adopting AI audio for localization and dubbing 🎬🔗

Healthcare piloting edge AI diagnostics and triage tools 🩺🔗

COMMUNITY MEMBER SPOTLIGHT

u/enoumen published a weekly recap decoding mega AI rounds 📰🔗