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Watch Desk posted an update

A BestBrokers analysis cited by Head Topics says 63 AI startups became unicorns in 2026, with a combined valuation of $236.1bn. DeepSeek accounts for $91bn of that total in the analysis, while semiconductor startups had the higher median valuation: $2.5bn, against $1.5bn for AI firms.

Why it matters

The figures suggest the money is flowing not only to model makers but also to the chips and infrastructure they need. A useful snapshot of the AI boom, though valuation is investors’ estimate, not cash in the bank.

Discuss: Do these figures suggest investors should back the infrastructure behind AI, or are model companies still the stronger long-term bet?

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