AI状况报告：Q2 2026私募市场AI公司交易、投融资及退出的全球数据与分析

State of AI GLOBAL | Q2 2026 Global data and analysis on dealmaking, funding,and exits by private market AI companies The quarter's biggest stories.The full data, on demand. This report distills the quarter into the trends that matter most, paired with CBI analysttakeaways. Want to go deeper? Every trend here connects to live, always-current detailon the platform. Explore it in Advanced Search or the live dashboard. Break down funding by geographyTrack momentum by deal stageDive into this quarter’s biggest exits ▮▮▮▮▮▮IIIIIIIIIIIIIIExplore the live dashboard “Steal” our data. Download the underlying data in this report. If you createany analysis or visualizations with this data, send it ourway and you could be featured in the CBI newsletter.@ us on social–LinkedIn X (Twitter)Instagram Download the raw data Start free trial TL;DRYour rundown onAIinQ2’26TL;DR $149.5B $40.6B 37 89% New AI unicorns bornthis quarter. Share of AI fundinggoing to mega-rounds. Global AI funding,second-highest on record. Cerebras's IPO, thequarter's largest exit. Mega-rounds made up only about6% of deals but nearly nine-tenthsof the dollars: 142 rounds of$100M+ captured $132.5B (89% ofall AI funding). AI equity funding fell to $149.5Bin Q2'26 from Q1's record $237.6B,when OpenAI and Anthropic bothanchored the quarter's biggestrounds. Cerebras went public at a $40.6Bvaluation, the biggest exit of Q2'26and a signal investors see roomfor a challenger to Nvidia's grip onAI chips. AI minted 37 new unicorns in Q2'26,the highest total since Q2’22 and upfrom 32 QoQ. Large language model developerDeepSeek ($59.2B) and Jeff Bezos-backed physical AI startup ProjectPrometheus ($41B) led the cohortby valuation. Anthropic alone accounted forthree of the quarter's five largestrounds ($50B, $10B, $5B), withProject Prometheus's $12B SeriesB and DeepSeek's $7.5B Series Arounding out the top five. In Q2, Anthropic carried thatweight alone, $65.8B across aSeries H and two corporate rounds,while OpenAI sat out. StripAnthropic out and the broadermarket held far steadier. Total exits held roughly flat at 457,made up of 430 M&A deals, 25 IPOs,and 2 SPACs, as a modest uptick inM&A (up from 419 in Q1'26) offseta pullback in public listings (downfrom 33). The global unicorn populationclimbed to 671, with 20 of the 37new entrants based in the US. See the data→ See the data→ See the data→ See the data→ ContentsState of AI Canada93Asia99China105India109Singapore113Japan117Europe121United Kingdom127Germany131France135Israel139Netherlands143Sweden147LatAm151Brazil157Oceania161 Investment Trends7Unicorns30Exit Trends36Investors42 Geographic Trends46 Global | Q2 2026 Global Trends Global Trends | Q2 2026 Investment Trends Annual equity funding & deals State of AI|Global Trends|Investment Trends Quarterly equity funding & deals State of AI|Global Trends|Investment Trends Percent of quarterly deals by global region State of AI|Global Trends|Investment Trends Percent of quarterly deals by investor group State of AI|Global Trends|Investment Trends Annual average & median deal size State of AI|Global Trends|Investment Trends Annual median deal size by global region State of AI|Global Trends|Investment Trends Annual median deal size by investor group State of AI|Global Trends|Investment Trends Quarterly funding & deals from mega-rounds (deals worth $100m+) State of AI|Global Trends|Investment Trends State of AI|Global Trends|Investment Trends Quarterly mega-round deals by global region State of AI|Global Trends|Investment Trends Quarterly mega-rounds as percent of funding State of AI|Global Trends|Investment Trends Annual percent of deals by deal stage State of AI|Global Trends|Investment Trends Regional deal share by deal stage in Q2’26 Annual median funding by deal stage Global: Top Series B deals in Q2’26 Global Trends | Q2 2026 Unicorns State of AI|Global Trends|Unicorns State of AI|Global Trends|Unicorns State of AI|Global Trends|Unicorns Quarterly new unicorns by global region Top unicorn births in Q2’26 State of AI|Global Trends|Unicorns Global Trends | Q2 2026 Exit Trends Quarterly exits State of AI|Global Trends|Exit Trends Percent of quarterly exits by global region Global: Top M&A exits in Q2’26 Global: Top IPOs in Q2’26 State of AI|Global Trends|Exit Trends Global: Top SPACs in Q2’26 Global Trends | Q2 2026 Investors State of AI|Global Trends|Investors State of AI|Global Trends|Investors State of AI|Global Trends|Investors Global | Q2 2026 Geographic Trends Geographic Trends | Q2 2026 US Trends Quarterly funding & deals State of AI|Geographic Trends|US Trends Annual percent of deals by deal stage Quarterly exits State of AI|Geographic Trends|US Trends US | Q2 2026 Silicon Valley State of AI|Geographic Trends|Silicon Valley Quarterly funding & deals State of AI|Geographic Trends|Silicon Valley Annual percent of deals by deal stage US | Q2 2026 New York Stat