CB Insights puts Q3 AI funding at $103.3B

CB Insights reports $103.3 billion in Q3 2026 AI funding, down 33% from Q2, in its October 8 public report summary. It says 85% of funding went to 154 mega-rounds, even as 42 companies reached billion-dollar valuations. Those figures describe financing concentration, rather than revenue or deployment performance, and the detailed report requires registration. For operators assessing supplier resilience, our earlier distinction between a funding boom and broad capital access remains useful: check the vendor’s own financing and delivery record rather than applying the sector total to every startup.