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Funding & analysis

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Total Raised

Round sizes
Mega-rounds ($500M+) dominate 2025–2026: Figure ($1.0B), Anduril ($2.5B), Physical Intelligence ($600M), Zipline ($600M), Apptronik ($520M), Skild AI ($500M). Median has climbed sharply; seed/early-stage activity sparse. Capital concentrating in handful of deep-pocketed unicorns.
Stage mix
Series B onwards captures 85% of recent capital. Late-stage rounds (Series C+, Growth, strategic extensions) comprise past 18 months; only two Seed/Series A instances since 2023. Series G and later-stage transactions signal market bifurcation: proven operators drawing institutional firepower while early-stage dries up.
Lead investors
SoftBank Group, CapitalG, and Valor Equity Partners lead multiple 2025–2026 rounds. New entrant Parkway Venture Capital co-led Figure's $1B Series C; NVIDIA, Brookfield, and strategic players (Mercedes-Benz, L3Harris) increasingly present. Established early-stage VCs (Khosla, Lightspeed) rare in recent deals.