AI-focused companies have rapidly become the main destination for U.S. venture capital, with their share of investment skyrocketing from 14% in 2020 to 71% in Q1 2025. This rise is largely driven by major foundational model builders like OpenAI and Anthropic, as well as platforms supporting AI operations and cloud infrastructure. The trend highlights how investors now see AI as the most promising sector for transformative breakthroughs and significant returns.