17 US AI Startups Raise $100M+ in Jan–Feb 2026, Mega-Rounds Signal Strong Investor Appetite

Seventeen US-based AI startups closed funding rounds of $100 million or more during January–February 2026, continuing the heavy investor interest seen in 2025. Major disclosed deals include Anthropic’s $30 billion Series G (valuation $380 billion), xAI’s $20 billion Series E, ElevenLabs’ $500 million Series D (valuation $11 billion), Runway’s $315 million Series E (valuation $5.3 billion), Baseten’s $300 million infrastructure round (valuation $5 billion) and Fundamental’s $255 million (valuation $1.4 billion). Funding was concentrated in AI infrastructure, enterprise/developer tools, generative media, robotics and healthcare AI. Trends noted: more nine‑figure rounds at earlier stages (seed/Series A), increased strategic corporate participation (Nvidia, Salesforce Ventures and other cloud/compute players), and geographic concentration in Silicon Valley with specialised pockets in the Northeast. The surge is lifting valuations and expanding runway for compute‑heavy R&D but raises sustainability and exit-risk questions if product deployments or revenue lag. For crypto traders, the flow signals continued institutional confidence in AI infrastructure and cloud-accelerated stacks — sectors that can support equities and compute/cloud‑adjacent crypto projects and tokens tied to decentralized compute, storage, or AI platforms. Short‑term effects may include increased M&A activity and upbeat risk sentiment for related assets; longer term, elevated valuation multiples and talent competition could create downside risk if monetization stalls. (Main keyword: AI funding; secondary keywords: AI startups funding, AI infrastructure funding.)
Bullish
The news signals continued large-scale institutional capital flows into AI, especially infrastructure and cloud-accelerated stacks. For crypto markets, that is supportive for tokens and projects tied to decentralized compute, storage, AI platforms and cloud-interoperability — sectors likely to benefit from higher demand for compute and developer tooling. Short term, trader sentiment may turn more risk-on: related equities and crypto projects could see increased inflows, higher liquidity and greater M&A speculation. Over the medium to long term, the effect remains positive if AI startups convert funding into durable product adoption and demand for compute-related services; however, valuation risk exists if deployments and monetization lag, which could trigger corrections. Historical parallels show that mega funding rounds often lift sector sentiment and correlated assets initially (bullish), but sustainability depends on execution and revenue growth (risk of later weakening if expectations are unmet).