PitchBook：2026年第一季度基础设施 SaaS 风险投资趋势报告（英文版）（12页）.pdf

1、EMERGING TECH RESEARCHInfrastructure SaaS VC TrendsVC activity across the infrastructure SaaS ecosystemQ12026REPORT PREVIEWThe full report is available through the PitchBook Platform.CONFIDENTIAL.NOT FOR REDISTRIBUTION.Q1 2026 INFRASTRUCTURE SAAS VC TRENDS2ContentsInstitutional Research GroupDerek H

2、ernandez Senior Research Analyst,Enterprise SaaS and Infrastructure SaaS Oscar Allaway Senior Data APublished on June 10,2026Infrastructure SaaS landscape 3Quarterly analysis 4Key takeaways 4VC activity 4AI themes 5Conclusions 6Infrastructure SaaS VC deal summary 22CONFIDENTIAL.NOT FOR REDISTRIBUTIO

3、N.Q1 2026 INFRASTRUCTURE SAAS VC TRENDS3Infrastructure SaaS landscapeFor the complete infrastructure SaaS taxonomy and company list,click here to see the market map on the PitchBook Platform.DevOpsApplication infrastructureData software&systemsITOpsCONFIDENTIAL.NOT FOR REDISTRIBUTION.Q1 2026 INFRAST

4、RUCTURE SAAS VC TRENDS4Quarterly analysisKey takeawaysAI pulls infrastructure SaaS higher.Infrastructure SaaS deal value reached$17.1 billionacross 218 deals in Q1,up 114.2%QoQ in value and 40.6%in deal count.Excluding Databricks$7 billion raise,the quarter rose 26.5%QoQ,showing broad demand for the

5、 software layerssupporting AI workloads.Funding broadened beyond the megadeal.Excluding Databricks,application infrastructure ledwith$2.7 billion across 54 deals,followed by DevOps at$2.2 billion across 40 deals and datasoftware&systems at$1.5 billion across 27 deals.The quarter showed strength beyo

6、nd AI-capitalconcentration,reflecting instead diversified investor appetite across the infrastructure stack.Agentic DevOps breaks flat-rate pricing.GitHubs Copilot sign-up pause and GitLabs shift tocredits show that agent-driven coding is too compute-intensive for unlimited flat-rate models.AsCursor