AI Soaks Up 70%+ of Q2 2026 Venture Capital — $510B in H1, More Than All of 2025 Combined
Claude 相关模型动态已经出现，适合跟踪能力变化、生态影响和后续可用性。
根据 Crunchbase 发布的 2026 年上半年全球风险投资报告，今年上半年全球初创公司共获得 5100 亿美元投资，超过 2025 年全年总额。其中，人工智能领域吸引了绝大部分资金，第二季度超过 70% 的风险投资流向了人工智能公司。OpenAI 和 Anthropic 两家公司就筹集了 2170 亿美元，占上半年全球初创公司总投资的 43%。…
Crunchbase dropped its H1 2026 Global Venture Report this week, and the numbers are staggering: $510 billion flowed into startups globally in the first six months of 2026 — more than the entirety of 2025 ($440B), and $135B above the previous half-year record set in the ZIRP-era frenzy of H2 2021.
The defining stat is AI's lock on capital. Over 70% of Q2 venture dollars went to AI-focused companies, up from roughly 50% a year earlier. In Q1, the share hit 80%. OpenAI and Anthropic alone raised a combined $217 billion — that's 43% of all global startup investment in H1 2026, just two companies. To put that in perspective, non-AI startups in Q1 2026 shared $63 billion total — less than Anthropic's single Series H round of $65 billion at a $965B valuation.
Beyond the frontier labs, agent infrastructure is the fastest-growing sub-sector: Together AI raised $800M at $8.3B, Microsoft launched a $2.5B AI deployment company, AWS committed $1B to embedded AI engineers, and the YC W26 batch is graduating 180+ startups, many in the agent space. The Crunchbase report also flags that 88% of AI funding went to US companies, and Q3 looks set to continue the trend with Anthropic's IPO on the horizon and OpenAI potentially needing another round after missing revenue targets. The big question: is this a bubble that grows through, or one that pops?