全球人工智慧投资趋势与支出展望

本报告分析了全球人工智慧投资的成长趋势，重点关注企业和个人投资、併购和创业投资趋势。

它还比较了世界各地不同地区的创业投资模式。

调查范围

本报告深入分析了全球人工智慧投资的成长。检验了各公司的人工智慧投资模式，并详细检验了私募投资和併购活动。此外，报告还涵盖了Start-Ups和创业投资投资，并对各地区的风险资金筹措进行了比较。报告的独立章节深入探讨了政府在公共部门人工智慧创新方面的投资、津贴和合约。检验了跨行业的人工智慧投资趋势，并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。报告最后也为投资者提供了策略建议。

目录

第一章执行摘要

• 市场覆盖范围
• 市场概况
• 人工智慧企业投资趋势
• 主题和重点领域
• 公共资金和倡议
• 企业采纳：更严峻的现实
• 人们越来越担心人工智慧投资泡沫的出现
• 结论

第二章：人工智慧领域的企业投资趋势

• 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 人工智慧创业投资与Start-Ups

• 全球人工智慧创业投资（VC）
• Start-Ups趋势
• 美国
• 中国
• 欧洲
• 重点总结

第四章 投资主题与优先领域

• 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
• 垂直人工智慧应用
• 医疗保健
• 自动驾驶汽车
• 防御
• 金融服务/金融科技
• 智能体人工智慧
• 物理人工智慧
• 大型交易分析
• 人们日益关注循环人工智慧经济
• 未来投资展望

第五章 公共资金与倡议

• 人工智慧公共投资策略及趋势（按地区和国家划分）
• 北美洲
• 欧洲
• 亚太地区
• 中东
• 公私合营模式
• 主权人工智慧

第六章：各行业的AI投资模式

• 概述
• 卫生保健
• 製药
• 临床和分子诊断
• 银行和金融服务
• 物流和供应链
• 车
• 沟通
• 零售
• 食品/饮料
• 媒体与娱乐
• 教育/教育科技
• 其他的
• 兴奋期已过：投资激增，但普及速度放缓。

第七章 投资者洞察与策略建议

• 重点总结
• 给投资者的策略建议

第八章附录

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