『Silicon Valley VCs Bet Big on AI Infrastructure and Deep Tech Amidst Economic Challenges』のカバーアート

Silicon Valley VCs Bet Big on AI Infrastructure and Deep Tech Amidst Economic Challenges

Silicon Valley VCs Bet Big on AI Infrastructure and Deep Tech Amidst Economic Challenges

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 Silicon Valley venture capital firms are charging into 2026 with massive bets on AI infrastructure and deep tech, even as economic headwinds loom. Just this week, AI inference startup Baseten Labs rocketed to a $5 billion valuation after raising $300 million, co-led by Institutional Venture Partners and CapitalG, with Nvidia dropping $150 million, according to SiliconANGLE. This underscores a fierce shift from AI training to powering models at scale, as inference demands explode.

Notable deals keep pouring in. Ethernovia, a Silicon Valley chipmaker for autonomous machines, snagged over $90 million in Series B funding led by Maverick Silicon, with backers like Porsche SE and Qualcomm Ventures, per Ethernovia's announcement. Emergent Labs, an AI app builder, hauled in $70 million Series B from Khosla Ventures and SoftBank Vision Fund 2, as reported by The SaaS News. General Catalyst led a $6.3 million round for voice AI firm Bolna, while Eclipse Ventures fronted $50 million for a climate tech heat pump startup from ex-North founders, via The Logic.

Firms are responding to challenges like high interest rates and sluggish exits by zeroing in on high-conviction sectors. APEX Ventures' January newsletter highlights investments in warehouse robotics like NEOintralogistics' €3M seed and AR tech firm Vitrealab's $11M Series A, while warning of an AI infrastructure bubble burst. Their experts predict quantum computing acquisitions by tech giants and edge AI's rise amid cloud cost hikes and sustainability pushes.

a16z's fresh report, per 36Kr, eyes AI-native SaaS transformations as a defensive play against big lab dominance. Freshfields briefing forecasts 2026 as the year of AI agents—autonomous workflow runners—creating AI-fluent investment pros and a barbell effect: mega-firms and nimble startups thrive on proprietary AI, squeezing mid-market players.

On diversity and climate, Eclipse's climate bet signals green tech emphasis, though stats are sparse. Regulatory shifts like the EU Quantum Act could reshape funding flows, per APEX.

These trends point to a leaner, AI-obsessed VC future: disciplined capital chasing scalable inference, edge autonomy, and agentic tools, potentially accelerating consolidation and retail access via AI personalization.

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