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趋势，重点关注公司和个人的资金筹措、併购和创业投资趋势。

它还按地区比较了全球创业投资投资模式。

报告范围

• 本报告深入分析了全球人工智慧投资成长。报告分析了企业在人工智慧领域的投资模式，并详细检视了私人投资和併购活动。此外，报告创业投资涵盖了Start-Ups和创投（VC）情况，并按地区比较了创投的资金筹措趋势。报告还深入分析了政府在公共部门人工智慧创新方面的投资、津贴和合约。该报告按行业分析了人工智慧投资趋势，并展望了未来的投资前景，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。最后，该报告也为投资人提出了策略建议。

报告内容

• 全球人工智慧投资趋势与支出前景分析
• 支援全球公司年度人工智慧投资、趋势和模式、私人投资和併购进行分析的数据。
• 人工智慧Start-Ups与创投洞察，按地区分類的创投资金筹措比较分析
• 有关区域公共投资策略和政府人工智慧相关政策的讯息
• 分析各终端用户产业人工智慧投资的未来前景、投资趋势及模式
• BCC Research 对投资者观点和策略建议的见解

目录

第一章执行摘要

• 市场覆盖范围
• 市场摘要
• 人工智慧领域的企业投资趋势
• 主题和重点领域
• 公共资金和倡议
• 企业采纳：更严峻的现实
• 结论

第二章 人工智慧企业投资趋势

• 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趋势
• Start-Ups活动
• 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
• 智能体人工智慧
• 大型交易分析
• 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
• 官民合作关係模式
• 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
• 通讯
• 零售
• 食品/饮料
• 其他的

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 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