全球人工智慧投资趋势与支出展望

本报告检视全球人工智慧投资趋势，总结关键成长要素、新兴趋势、主要企业及成长预测。报告也详细分析了企业人工智慧投资模式、私人投资和併购，以及Start-Ups和创投的投资，并比较了各地区资金筹措的趋势。报告也分别就政府在公共部门人工智慧创新方面的投资、津贴和合约提供了见解。报告还分析了未来的投资前景，重点关註生成式人工智慧、人工智慧基础设施以及数据管理和处理等新兴领域。此外，报告也为投资者提供了策略建议。

目录

第一章执行摘要

• 市场覆盖
• 市场摘要
• 企业在人工智慧领域的投资趋势
• 主题和重点领域
• 公共资金和倡议
• 结论

第二章：企业在人工智慧领域的投资趋势

• 概述
• 人工智慧投资的关键驱动因素
• 人工智慧基础设施
• 人才和生态系统发展
• 政策、法规和政府支持
• 企业投资趋势
• 私人人工智慧投资
• M&A

第三章 AI创业投资与Start-Ups

• 全球人工智慧创业投资（VC）
• Start-Ups活动
• 美国
• 中国
• 欧洲
• 关键要点

第四章 投资主题与重点领域

• 概述
• 人工智慧世代
• 人工智慧基础设施
• 能源基础设施
• 资料管理与处理
• 垂直AI应用
• 医疗保健
• 自动驾驶汽车
• 防御
• 大型交易分析
• 未来投资展望

第五章 公共资金与倡议

• 各地区和国家的人工智慧公共投资策略和趋势
• 北美洲
• 欧洲
• 亚太地区
• 中东
• 官民合作关係模式
• 主权人工智慧

第六章 人工智慧产业投资模式

• 概述
• 卫生保健
• 银行和金融服务
• 物流与供应链
• 车
• 通讯
• 零售
• 其他的

第七章投资者洞察与策略建议

• 关键要点
• 给投资者的策略建议

第八章 附录

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