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的成長趨勢，重點關注企業和個人投資、併購和創業投資趨勢。

它還比較了世界各地不同地區的創業投資模式。

調查範圍

本報告深入分析了全球人工智慧投資的成長。檢驗了各公司的人工智慧投資模式，並詳細檢驗了私募投資和併購活動。此外，報告還涵蓋了Start-Ups和創業投資投資，並對各地區的風險資金籌措進行了比較。報告的獨立章節深入探討了政府在公共部門人工智慧創新方面的投資、津貼和合約。檢驗了跨行業的人工智慧投資趨勢，並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數據管理和處理等新興領域。報告最後也為投資者提供了策略建議。

目錄

第1章執行摘要

• 市場覆蓋範圍
• 市場概況
• 人工智慧企業投資趨勢
• 主題和重點領域
• 公共資金和舉措
• 企業採納：更嚴峻的現實
• 人們越來越擔心人工智慧投資泡沫的出現
• 結論

第2章：人工智慧領域的企業投資趨勢

• 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（VC）
• Start-Ups趨勢
• 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
• 金融服務/金融科技
• 智慧體人工智慧
• 物理人工智慧
• 大型交易分析
• 人們日益關注循環人工智慧經濟
• 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（按地區和國家分類）
• 北美洲
• 歐洲
• 亞太地區
• 中東
• 公私合營模式
• 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
• 溝通
• 零售
• 食品/飲料
• 媒體與娛樂
• 教育/教育科技
• 其他
• 興奮期已過：投資激增，但普及速度放緩。

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 venture capital (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 genAI, AI infrastructure and data management and processing. Strategic recommendations for investors are also included.

Report Includes

• In-depth insights into global AI investment growth
• Analysis of corporate investment patterns in AI, including private investments, mergers, and acquisitions
• Coverage of startup and venture capital (VC) investments and regional VC funding trends
• Insights into government investments, grants, and contracts supporting AI innovation
• Examination of AI investment trends across key industries
• Analysis of future investment outlook, focusing on genAI, AI infrastructure, and data management and processing
• Strategic recommendations for investors

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
• Rising Concerns Over an Emerging AI Investment Bubble
• 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
• GenAI
• AI Infrastructure
• Energy Infrastructure
• Data Management and Processing
• Vertical AI Applications
• Medical and Healthcare
• Autonomous Vehicles
• Defense
• Financial Services / Fintech
• Agentic AI
• Physical AI
• Mega-Deal Analysis
• Mounting Anxiety Over Circular AI Economy
• 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
• Media and Entertainment
• Education and EdTech
• Others
• A Pause in the Hype: Investment Soars, Adoption Momentum 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 : AI Valuation Over the Years, 2024 - 2025
• Table 3 : Anthropic Valuation Over the Years, 2023 - 2025
• Table 4 : Trends in Annual Global Corporate AI Investment Activities
• Table 5 : Global Shares of Annual Private Investments in AI, by Country/Region, 2020 - 2024
• Table 6 : Selected Recent M&A Activities in the AI Industry, 2024 - 2025
• Table 7 : Real-World Examples of Reverse Acquihire in the AI Industry, 2024 - 2025
• Table 8 : Key Highly Valued Pure-Play AI Startups, December 2025
• Table 9 : Top Ten Cities for AI Startups, 2024
• Table 10 : Selected High-Valued AI Startups in China
• Table 11 : Selected High-Valued AI Startups in Europe
• Table 12 : Recent AI Infrastructure Deals, 2025
• Table 13 : Key Energy Infrastructure Projects and Partnerships to Support AI Infrastructure, 2024 - 2025
• Table 14 : Key Investment in Healthcare AI Companies, 2025
• Table 15 : Key Investment in Autonomous Vehicle Companies, 2024 and 2025
• Table 16 : Global VC Investment in Artificial Intelligence Across Robots, Sensors and IT Hardware, 2022 - 2024
• Table 17 : Selected High-Valued Defense AI Startups, 2025
• Table 18 : Selected Fintech AI Companies
• Table 19 : Recent Major Physical AI Investments
• Table 20 : Key AI Start-Up Funding Deals/Rounds, 2025
• Table 21 : Notable AI Start-up Funding Deals/Rounds, 2024
• Table 22 : Total R&D and AI Funding by Functional (PCA) Category in the U.S. Federal Budget, FY 2023 - FY 2025
• Table 23 : Pharmaceutical and Medical Device Companies' Collaborations with NVIDIA Corp., 2025 - 2026
• Table 24 : Information Sources in this Report
• Table 25 : 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, 2025
• 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, 2025
• 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, 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 GenAI, 2019 - 2024
• Figure 18 : Top 10 Global Countries, by GenAI 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 Versus Task-Specific GenAI, 2025