全球人工智慧投資趨勢與支出展望

本報告檢視全球人工智慧投資趨勢，總結關鍵成長要素、新興趨勢、主要企業及成長預測。報告也詳細分析了企業人工智慧投資模式、私人投資和併購，以及Start-Ups和創投的投資，並比較了各地區資金籌措的趨勢。報告也分別就政府在公共部門人工智慧創新方面的投資、津貼和合約提供了見解。報告還分析了未來的投資前景，重點關注生成式人工智慧、人工智慧基礎設施以及資料管理和處理等新興領域。此外，報告也為投資者提供了策略建議。

目錄

第1章 執行摘要

• 市場覆蓋
• 市場摘要
• 企業在人工智慧領域的投資趨勢
• 主題和重點領域
• 公共資金和舉措
• 結論

第2章 企業在人工智慧領域的投資趨勢

• 概述
• 人工智慧投資的關鍵促進因素
• 人工智慧基礎設施
• 人才和生態系統發展
• 政策、法規和政府支持
• 企業投資趨勢
• 私人人工智慧投資
• M&A

第3章 AI創業投資與Start-Ups

• 全球人工智慧創業投資（VC）
• Start-Ups活動
• 美國
• 中國
• 歐洲
• 關鍵要點

第4章 投資主題與重點領域

• 概述
• 人工智慧世代
• 人工智慧基礎設施
• 能源基礎設施
• 資料管理與處理
• 垂直AI應用
• 醫療保健
• 自動駕駛汽車
• 防禦
• 大型交易分析
• 未來投資展望

第5章 公共資金與舉措

• 各地區和國家的人工智慧公共投資策略和趨勢
• 北美洲
• 歐洲
• 亞太地區
• 中東
• 官民合作關係模式
• 主權人工智慧

第6章 人工智慧產業投資模式

• 概述
• 衛生保健
• 銀行和金融服務
• 物流與供應鏈
• 車輛
• 通訊
• 零售
• 其他

第7章 投資者洞察與策略建議

• 關鍵要點
• 給投資者的策略建議

第8章 附錄

This report provides a general overview and global trends of high-level insights on AI spending and investment growth. It examines key drivers, emerging trends, and significant players and provides market estimates.

Report Scope

The report offers in-depth insights into global AI investment growth. It examines corporate investment patterns in AI, including a detailed analysis of private investments, mergers and acquisitions. It also covers startup and VC investments, along with regional trends comparing VC funding across different areas. A separate section provides insights into government investments, grants and contracts for AI innovation in the public sector. The report further analyzes the future investment outlook, focusing on emerging areas such as generative AI, AI infrastructure and data management and processing. Strategic recommendations for investors are also included.

Report Includes

• An overview of the global AI investment trends and spending outlook
• Coverage of AI startups and venture capital (VC) investments, and regional trends covering the comparative analysis of VC funding
• Information on government investment, grants and contracts for AI innovation
• Analysis of corporate investment trends, R&D partnerships and investment announcements
• Discussion of future investment outlook, key areas of interest (e.g., generative AI, cloud AI platforms)

Table of Contents

Chapter 1 Executive Summary

• Market Scope
• Market Summary
• AI Corporate Investment Trends
• Themes and Focus Areas
• Public Funding and Initiatives
• Conclusion

Chapter 2 AI Corporate Investment Trends

• Overview
• Key Enablers of AI Investment
• AI Infrastructure
• Talent and Ecosystem Development
• Policy, Regulation and Government Support
• Corporate Investment Trends
• Private AI Investments
• Mergers and Acquisitions (M&A)

Chapter 3 AI Venture Capital and Startups

• Global AI Venture Capital (VC)
• Startup Activity
• The U.S.
• China
• Europe
• Key Takeaways

Chapter 4 Investment Themes and Focus Areas

• Overview
• Generative AI
• AI Infrastructure
• Energy Infrastructure
• Data Management and Processing
• Vertical AI Applications
• Medical and Healthcare
• Autonomous Vehicles
• Defense
• Mega-Deal Analysis
• Future Investment Outlook

Chapter 5 Public Funding and Initiatives

• Public Investment Strategies and Trends in AI by Region/Country
• North America
• Europe
• Asia-Pacific
• The Middle East
• Public-Private Partnership Model
• Sovereign AI

Chapter 6 AI Investment Patterns Across Industries

• Overview
• Healthcare
• Banking and Financial Services
• Logistics and Supply Chain
• Automotive
• Telecom
• Retail
• Others

Chapter 7 Investors' Insights and Strategic Recommendations

• Key Takeaways
• Strategic Recommendations for Investors

Chapter 8 Appendix

• Information Sources
• Abbreviations

List of Tables

• Table 1 : ChatGPT Valuation Over the Years, 2019-2025
• Table 2 : Trends in Annual Global Corporate AI Investment Activities
• Table 3 : Global Shares of Annual Private Investments in AI, by Country/Region, 2020-2024
• Table 4 : Selected Recent M&A Activities in the AI Industry, 2024 and 2025
• Table 5 : Real-World Examples of Reverse Acquihire in the AI Industry, 2024 and 2025
• Table 6 : Key Highly Valued Pure-Play AI Startups, June 2025
• Table 7 : Top Ten Cities for AI Startups in 2024
• Table 8 : Selected High-Valued AI Startups in China
• Table 9 : Selected High-Valued AI Startups in Europe
• Table 10 : Key Energy Infrastructure Projects and Partnerships to Support AI Infrastructure
• Table 11 : Key Investment in Healthcare AI Companies, 2025
• Table 12 : Key Investment in Autonomous Vehicle Companies, 2024 and 2025
• Table 13 : Selected High-Valued Defense AI Startups
• Table 14 : Key AI Start-Up Funding Deals/Rounds, 2025
• Table 15 : Notable AI Start-up Funding Deals/Rounds, 2024
• Table 16 : Total R&D and AI Funding by Functional (PCA) Category in the U.S. Federal Budget, FY 2023-FY 2025
• Table 17 : Information Sources in this Report
• Table 18 : Abbreviations

List of Figures

• Figure 1 : Annual Global Corporate Investment in AI, by Investment Activity, 2018-2024
• Figure 2 : Global Shares of Corporate Investment in AI, by Investment Activity, 2020-2024
• Figure 3 : Global Private Investments in AI, 2015-2024
• Figure 4 : Global Private Investments in AI, by Country/Region, 2015-2024
• Figure 5 : Global Shares in Annual Private Investments in AI, by Country/Region, 2020-2024
• Figure 6 : Global Cumulative Private Investments in AI, by Country, 2013-2024
• Figure 7 : Global Private Investment in AI, by Country, 2024
• Figure 8 : M&A Strategic Goals in the AI Industry
• Figure 9 : Global AI VC Investment Trends, 2017-2024
• Figure 10 : Global Shares of AI VC Investment, by Country, 2024
• Figure 11 : Top 10 Countries in Europe, by AI VC Funding, in 2024
• Figure 12 : Most Active Global Investors in AI, 2024
• Figure 13 : Newly Funded AI Companies, by Select Country/Region, 2019-2024
• Figure 14 : Newly Funded AI Companies, by Country, 2013-2024
• Figure 15 : Global Annual Private Investment in AI, by Focus Area, 2023 and 2024
• Figure 16 : Global Private Investment in Generative AI, 2019-2024
• Figure 17 : Top 10 Global Countries, by Generative AI VC Funding, Since 2019
• Figure 18 : Public Spending on AI-Related Contracts in Select Countries, 2013-2023
• Figure 19 : Total U.S. Federal IT R&D and AI Funding (Unclassified), FY 2021-FY 2025
• Figure 20 : U.S. Market Shares of Public Spending on AI-Related Contracts, by Funding Agency, 2013-2023
• Figure 21 : European Shares of Public Spending on AI-Related Contracts, by Funding Agency, 2013-2023