全球人工智慧投資趨勢與支出展望

本報告檢驗了全球人工智慧投資的成長情況，並著重於企業和個人資金籌措、併購和創業投資的趨勢。

該報告還包括對全球創業投資模式的比較分析。此外，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、津貼和契約，跨行業的人工智慧投資趨勢，以及未來投資展望，重點關注生成式人工智慧、人工智慧基礎設施、數據管理和處理等新興領域，並為投資者提供戰略建議。

目錄

第1章執行摘要

• 市場範圍
• 市場概況
• 人工智慧相關企業投資趨勢
• 主題和重點領域
• 公共資金和舉措
• 企業實施：更嚴峻的現實
• 人們越來越擔心人工智慧投資泡沫的爆發。
• 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
• 人力資源發展與生態系統發展
• 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
• Start-Ups趨勢
• 美國
• 中國
• 歐洲
• 重點

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
• 巨型交易分析
• 人們越來越擔心循環人工智慧經濟。
• 未來投資展望

第5章 公共資金與舉措

• 區域和國家層面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
• 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
• 狂熱暫時平息：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
• 給投資者的策略建議

第8章附錄

The report examines the growth of global AI investments, highlighting trends in corporate and private funding, mergers and acquisitions, and venture capital activity. It also provides a comparative analysis of venture capital investment patterns across different regions 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 generative AI (genAI), AI infrastructure and data management and processing. Strategic recommendations for investors are also included.

Report Includes

• The report will explore AI hardware, software, and service solutions and provide a detailed overview of key developments and innovations. It will define each solution and highlight its significance in the evolving AI ecosystem.
• The report covers a descriptive analysis of AI adoption across various end-use industries. Case studies will be included at the application level within these sectors to provide deeper insight.
• The study highlights AI adoption trends across North America, Europe, Asia-Pacific, South America, and the Middle East and Africa (MEA).
• The report identifies major challenges affecting AI implementation based on case study analyses for business process improvement and product development.
• It will also outline key government guidelines, regulations, and standards such as the EU AI Act, which are driving the rapid adoption of AI global

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
• 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
• 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 : xAI Valuation Over the Years, 2024 and 2026
• 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 and 2025
• Table 7 : Real-World Examples of Reverse Acquihire in the AI Industry, 2024 and 2025
• Table 8 : Global AI and Non-AI Venture Investment Trends, 2022-2025
• Table 9 : Key Highly Valued Pure-Play AI Startups, March 2026
• Table 10 : Top Ten Cities for AI Startups, 2024
• Table 11 : Selected High-Valued AI Startups in China
• Table 12 : Selected High-Valued AI Startups in Europe
• Table 13 : Recent AI Infrastructure Deals, 2025 and Q1 2026
• Table 14 : Key Energy Infrastructure Projects and Partnerships to Support AI Infrastructure, 2024-Q1 2026
• Table 15 : Key Investment in Healthcare AI Companies, Q1 2026
• Table 16 : Key Investment in Healthcare AI Companies, 2025
• Table 17 : Key Investment in Autonomous Vehicle Companies, 2024, 2025, and Q1 2026
• Table 18 : Global VC Investment in Artificial Intelligence Across Robots, Sensors, and IT Hardware, 2022-2024
• Table 19 : Selected High-Valued Defense AI Startups, 2025 and Q1 2026
• Table 20 : Selected Fintech AI Companies
• Table 21 : Recent Major Physical AI Investments
• Table 22 : Key AI Start-Up Funding Deals/Rounds, 2025
• Table 23 : Notable AI Start-up Funding Deals/Rounds, 2024
• Table 24 : Total R&D and AI Funding by Functional (PCA) Category in the U.S. Federal Budget, FY 2023-FY 2025
• Table 25 : Pharmaceutical and Medical Device Companies' Collaborations with NVIDIA Corp., 2025 and 2026
• Table 26 : Information Sources in this Report
• Table 27 : 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 Shares of AI VC Investment, by Country, 2024
• Figure 10 : Top 10 Countries in Europe, by AI VC Funding, 2025
• Figure 11 : Most Active Global Investors in AI, 2024
• Figure 12 : Newly Funded AI Companies, by Select Country/Region, 2019-2024
• Figure 13 : Newly Funded AI Companies, by Country, 2013-2024
• Figure 14 : Global Annual Private Investment in AI, by Focus Area, 2023 and 2024
• Figure 15 : Trends in AI Investment, by Industry, 2012-2024
• Figure 16 : Global Private Investment in GenAI, 2019-2024
• Figure 17 : Top 10 Global Countries, by GenAI 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
• Figure 22 : The Use of AI in Finance, 2024
• Figure 23 : Drop from Pilots to Production: General-Purpose LLM Versus Task-Specific GenAI, 2025