# Five Major Trends Reshaping Venture Capital Today

**Author:**  
Peter Walker  
**Published date:**  
May 28, 2026  
**Read time:**  
1 minute

AI dominates 60% of capital flows, companies raise $100B privately, and startups are staying private far longer—five shifts redefining how VC works.

## 5 Trends Reshaping Venture Capital:

1. **AI is the dominant theme.** 60%+ of capital is flowing into a single sector.
2. **Single companies can raise $100B or more** in private markets.
3. **AI Infra is valued radically differently** than anything else.
4. **Building in atoms is roaring back** (often with bits alongside).
5. **All these companies will remain private** much, much longer.

Not sure these are all healthy, or positive, or even entirely rational.

But they are driving many, many decisions across funds and founders.

**Author:** [Peter Walker](/content/author/peter-walker/index.html)  
Peter Walker runs the Insights team at Carta, focused on discovering key data and narratives across the private capital ecosystem. In a former life, he was a marketing executive for a media analytics startup and led the data visualization team at the Covid Tracking Project.