全球人工智慧投資趨勢與支出展望

本報告分析了全球人工智慧投資趨勢，重點關注公司和個人的資金籌措、併購和創業投資趨勢。

以及依地區比較了全球創業投資投資模式。

報告範圍

• 本報告深入分析了全球人工智慧投資成長。報告分析了企業在人工智慧領域的投資模式，並詳細檢視了私人投資和併購活動。此外，報告創業投資涵蓋了Start-Ups和創投（VC）情況，並依地區比較了創投的資金籌措趨勢。報告還深入分析了政府在公共部門人工智慧創新方面的投資、津貼和合約。本報告依行業分析了人工智慧投資趨勢，並展望了未來的投資前景，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。最後，本報告也為投資人提出了策略建議。

報告內容

• 全球人工智慧投資趨勢與支出前景分析
• 支援全球公司年度人工智慧投資、趨勢和模式、私人投資和併購進行分析的資料。
• 人工智慧Start-Ups與創投洞察，依地區分類的創投資金籌措比較分析
• 有關區域公共投資策略和政府人工智慧相關政策的訊息
• 分析各終端用戶產業人工智慧投資的未來前景、投資趨勢及模式
• BCC Research 對投資者觀點和策略建議的見解

目錄

第1章 執行摘要

• 市場覆蓋範圍
• 市場摘要
• 人工智慧領域的企業投資趨勢
• 主題和重點領域
• 公共資金和舉措
• 企業採納：更嚴峻的現實
• 結論

第2章 人工智慧企業投資趨勢

• 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 人工智慧創業投資與Start-Ups

• 全球人工智慧創業投資趨勢
• Start-Ups活動
• 美國
• 中國
• 歐洲
• 重點總結

第4章 投資主題與優先領域

• 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
• 垂直人工智慧應用
• 醫療保健
• 自動駕駛汽車
• 防禦
• 智慧體人工智慧
• 大型交易分析
• 未來投資展望

第5章 公共資金與舉措

• 人工智慧公共投資策略及趨勢（依地區和國家）
• 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 各行業的AI投資模式

• 概述
• 衛生保健
• 製藥
• 臨床和分子診斷
• 銀行和金融服務
• 物流和供應鏈
• 車輛
• 通訊
• 零售
• 食品/飲料
• 其他

第7章 投資者洞察與策略建議

• 重點總結
• 給投資者的策略建議

第8章 附錄

The report analyzes global AI investment growth, focusing on corporate and private funding, mergers and acquisitions, and venture capital trends. It also compares regional VC investment patterns worldwide.

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 examines AI investment trends across industries and 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 analysis of the global AI investment trends and spending outlook.
• Data corresponding to annual global corporate investment in AI, trends and patterns, and an analysis of private investments, and mergers and acquisitions.
• Insights into the AI startups and venture capital (VC) investments, and regional trends covering the comparative analysis of VC funding
• Information on public investment strategies, government initiatives in AI at the regional level.
• Analysis of the future investment outlook in AI, and investment trends and patterns across various end-user industries.
• BCC Research viewpoint on investors' insights and strategic recommendations.

Table of Contents

Chapter 1 Executive Summary

• Market Scope
• Market Summary
• AI Corporate Investment Trends
• Themes and Focus Areas
• Public Funding and Initiatives
• Enterprise Adoption: A More Sobering Reality
• 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
• Agentic AI
• 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
• Pharmaceuticals
• Clinical and Molecular Diagnostics
• Banking and Financial Services
• Logistics and Supply Chain
• Automotive
• Telecom
• Retail
• Food and Beverages
• Others
• A Pause in the Hype: Investment Soars, Adoption Slows

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 : Anthropic Valuation Over the Years, 2023-2025
• Table 3 : Trends in Annual Global Corporate AI Investment Activities
• Table 4 : Global Shares of Annual Private Investments in AI, by Country/Region, 2020-2024
• Table 5 : Selected Recent M&A Activities in the AI Industry, 2024 and 2025
• Table 6 : Real-World Examples of Reverse Acquihire in the AI Industry, 2024 and 2025
• Table 7 : Key Highly Valued Pure-Play AI Startups, September 2025
• Table 8 : Top Ten Cities for AI Startups in 2024
• Table 9 : Selected High-Valued AI Startups in China
• Table 10 : Selected High-Valued AI Startups in Europe
• Table 11 : Recent AI Infrastructure Deals, 2025
• Table 12 : Key Energy Infrastructure Projects and Partnerships to Support AI Infrastructure, 2024 and 2025
• Table 13 : Key Investment in Healthcare AI Companies, 2025
• Table 14 : Key Investment in Autonomous Vehicle Companies, 2024 and 2025
• Table 15 : Global VC Investment in Artificial Intelligence Across Robots, Sensors and IT Hardware, 2022-2024
• Table 16 : Selected High-Valued Defense AI Startups
• Table 17 : Key AI Start-Up Funding Deals/Rounds, 2025
• Table 18 : Notable AI Start-up Funding Deals/Rounds, 2024
• Table 19 : Total R&D and AI Funding by Functional (PCA) Category in the U.S. Federal Budget, FY 2023-FY 2025
• Table 20 : Information Sources in this Report
• Table 21 : 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 of 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 : Trends in AI Investment, by Industry, 2012-2024
• Figure 17 : Global Private Investment in Generative AI, 2019-2024
• Figure 18 : Top 10 Global Countries, by Generative AI VC Funding, Since 2019
• Figure 19 : Public Spending on AI-Related Contracts in Select Countries, 2013-2023
• Figure 20 : Total U.S. Federal IT R&D and AI Funding (Unclassified), FY 2021-FY 2025
• Figure 21 : U.S. Market Shares of Public Spending on AI-Related Contracts, by Funding Agency, 2013-2023
• Figure 22 : European Shares of Public Spending on AI-Related Contracts, by Funding Agency, 2013-2023
• Figure 23 : The Use of AI in Finance, 2024
• Figure 24 : Drop from Pilots to Production: General-Purpose LLM Vs. Task-Specific GenAI, 2025