The data infrastructure bet quietly outpacing AI itself in the global VC race

By Yajush Gupta · 24 February 2026 · News

The data infrastructure bet quietly outpacing AI itself in the global VC race

VC Bubble Hits $512 Billion, But What's Really Driving Growth?

The global VC market is booming, but a surprising trend is emerging that could change the game. Get the inside scoop on what's quietly outpacing AI investment.

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Summary

Global VC hit $512 billion in 2025, but analyst Alan Goldberg says the real shift is structural. BestBrokers data showing why the picks-and-shovels play is quietly outrunning AI model investment.