Recent data showed that global venture capital investments reached a record level of $297 billion in the first quarter of 2026, driven almost entirely by artificial intelligence. The United States captured the lion's share with $250 billion, reflecting concentrated bets on infrastructure, models, and applications.

This unprecedented funding level is an indicator of a radical shift in startup economics, as AI reshapes investor priorities away from traditional sectors. The first quarter witnessed mega-rounds focused entirely on companies operating in the AI field.

This intense concentration raises concerns about forming an investment bubble, especially amid reduced funding for emerging sectors outside the AI circle. This trend is expected to accelerate the tech arms race, creating unprecedented opportunities for AI startups.