『Silicon Valley Shifts: AI Infrastructure and Quantum Computing Lead VC Trends in 2026』のカバーアート

Silicon Valley Shifts: AI Infrastructure and Quantum Computing Lead VC Trends in 2026

Silicon Valley Shifts: AI Infrastructure and Quantum Computing Lead VC Trends in 2026

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 Silicon Valley venture capital firms are navigating a recalibrated landscape in early 2026, with AI infrastructure grabbing massive funding amid healthcare VC pullbacks and emerging bets on quantum computing. Listeners, just yesterday on January 16, database powerhouse ClickHouse closed a whopping 400 million dollar Series D round at a 15 billion dollar valuation, led by Dragoneer with heavyweights like Khosla Ventures, Lightspeed, and Index Ventures joining in. ClickHouse reports its annualized recurring revenue surged over 250 percent last year, powering AI apps for clients like Meta, Tesla, and Sony. The deal funds an acquisition of AI observability startup Langfuse and a new Postgres service, signaling VCs' hunger for data tools that tame AI's production-scale demands. Dragoneer partner Christian Jensen notes that as AI models advance, data infrastructure becomes the real bottleneck.

Healthcare tells a split story. Silicon Valley Bank’s latest report shows 46.8 billion dollars in healthcare VC last year, down 12 percent from 2024 and far from 2021's 68.3 billion peak, with AI snagging 46 percent or over 18 billion dollars. Bain and Company highlights private equity booming to a record 191 billion dollars in healthcare deals, driven by biopharma and IT, as VCs get pickier, prioritizing clinical proof and efficiency.

Cybersecurity bucks the caution trend. Crunchbase data reveals 18 billion dollars invested in 2025, up 26 percent year-over-year and the highest in three years, fueled by AI plays like Cyera's 940 million dollars and Saviynt's 700 million at a 3 billion valuation. Early-stage deals jumped 63 percent to 7.5 billion dollars, with U.S. firms dominating 74 percent.

A fresh twist: quantum computing is stealing AI's thunder. Times-Online reports VC flows into quantum startups outpaced AI for the first week of 2026, sparked by Microsoft and Quantinuum's 24 entangled logical qubits breakthrough. Investors see it as the post-silicon heir, with IonQ shining at CES and Quantinuum eyeing a 10 billion dollar IPO.

Economic headwinds like high rates persist, but firms respond by doubling down on AI efficiency, cybersecurity resilience, and frontier tech. Regulatory shifts, from U.S. export controls to Europe's Quantum Act, push sovereignty plays, hiking costs but favoring locals. Climate tech and diversity get nods in selective portfolios, though AI and infra lead.

These trends point to a leaner, smarter VC era: mega-rounds for proven scalers, rotations to quantum, and exits like Google's 32 billion Wiz bid. Silicon Valley's future? Infrastructure kings and next-gen compute will define winners in a geopolitically charged world.

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