Find XO: What the $297B Quarterly Record in 2026 AI Infrastructure Investment Reveals (news.crunchbase.com)

- Global venture investment in Q1 2026 reached a quarterly record of $297 billion, 81% of which went to AI. - The important point is the shift in direction. - Focus is moving from training GPU clusters to inference platforms, open-source commercialization, and alternative chips. - However, blindly entering under the name of inference infrastructure is risky. - Failing to solve operational burdens and monetization paths only increases the costs in standard competition.