Andreessen Horowitz and Kleiner Perkins co-lead with Nvidia; a ~20-person team from Anthropic, xAI, DeepMind and OpenAI is building AI that automates AI research
The US-led cluster of companies training frontier AI from scratch, raising more than US$375bn in early 2026, reshaping corporate competition, export controls, and global geopolitics.
California's San Francisco Bay Area technology cluster, capturing nearly half of all US venture capital in 2025 and anchoring the global race in AI and defence technology.