PitchBook-NVCA Venture Monitor Q3 2026
US venture capital deal value reached $515.8 billion across an estimated 14,199 deals through the first three quarters of 2026.
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US venture capital deal value reached $515.8 billion across an estimated 14,199 deals through the first three quarters of 2026.
Nvidia CEO Jensen Huang estimates that $2T worth of data centers will power software globally over the next four to five years [p.4].
Software and cloud giants with valuations above $100B lost approximately ~35% of their market capitalization.
Microsoft represents c. 55% of total market value among software and cloud companies above $100bn in market cap.