Venture funding tightens around AI bottlenecks

Venture investors are concentrating capital on AI production tooling, physical systems, and infrastructure. Meshy raised nearly $400 million in Series B at a $1.5 billion valuation for AI-native 3D asset creation. Sila secured $300 million led by Atreides Management and Sutter Hill for silicon-carbon anode production. Crunchbase reports AI companies captured over 70% of global startup capital in Q2 2026.