The week’s top funding rounds confirm that Artificial Intelligence (AI) remains the single most dominant theme for venture capital (VC) and Big Tech investment globally. The report indicates that AI-focused firms captured the largest share of capital, reinforcing the current cycle’s emphasis on building foundational compute and software infrastructure. This trend is exemplified by the $2.3 billion Series D round successfully closed by the AI code-generation startup Cursor (Anysphere), which tripled its valuation to nearly $30 billion.
The second major growth sector highlighted in the funding rounds is defence technology. As geopolitical tensions rise, venture capital is increasingly flowing into startups developing dual-use technologies, such as advanced drone systems, cybersecurity, and specialized computing for national security applications. The investment in this sector reflects a broader global strategy of nations and institutional investors to back firms that provide solutions for both enterprise efficiency and government security needs.
The sustained concentration of capital in these two sectors signals that investors are prioritizing innovation that promises transformative efficiency (AI) and geopolitical resilience (Defence-Tech). This market behavior underscores a major structural shift where Big Tech and VC money is strategically directed toward innovations that align with both commercial scalability and national strategic advantage.
 remains the single most dominant theme for venture capital (VC) and Big Tech investment globally.){kind=link}