Sector desk · AI

AI owns the funding cycle.

US AI companies absorbed $355.9B in H1 2026—about 86% of total venture value. That is concentration, not broad market health.

H1 2026 AI value$355.9BUS venture deals

Share of US VC86%up from 65.4% in 2025

2020 comparison$34.0B19.4% of US VC

Concentration curve

Value accelerated faster than breadth.

The two lines use selected official checkpoints. The 2026 point covers H1 only, so compare share more carefully than raw annual value.

Year / periodAI valueUS VC share

2015$8.8B10.0%

2020$34.0B19.4%

2024$108.6B50.9%

2025$222.1B65.4%

2026 · H1$355.9B86.0%