半年 5100 億美元風投，兩家 AI 公司吃掉 43%把簡體中文原文的重點轉成繁體中文讀者更容易閱讀的脈絡。核心在於 Record global venture funding is becoming more concentrated around the largest AI model companies.
變化在哪裡
目前可核驗的事實包括：H1 2026 global VC funding at $510B, OpenAI and Anthropic together taking $217B, 43% of the total, Q2 funding at $205B across more than 5,000 companies, AI deals accounting for 65% to 70%, Together AI raising $800M at $8.3B valuation, LeapXpert raising $180M, and 8090 Solutions raising $135M。這些細節讓新聞不只停留在發布會口號。
為什麼重要
Capital is still entering AI, but it favors companies with models, infrastructure, data advantages or clear monetization. AI 新聞已經不能只看模型分數，還要看成本、供應、監管與真實工作流程。
接下來看什麼
Teams between foundation-model scale and narrow paid workflows may find fundraising much harder. 下一步要看的不是更多宣傳，而是第三方測試、客戶續用與長時間穩定性。
參考來源：Crunchbase H1 2026 Global VC Funding Report and BuildFastWithAI AI news roundup、CocoLoop。