世界のAI投資動向と支出展望

本レポートでは、企業および民間からの資金調達、合併・買収、ベンチャーキャピタルの動向に焦点を当て、世界のAI投資の成長を分析しています。また、世界各地の地域別VC投資パターンを比較しています。

レポートの内容

• 世界のAI投資成長に関する詳細な分析
• 民間投資、合併・買収を含む、AI分野における企業の投資パターンの分析
• スタートアップ企業とベンチャーキャピタル（VC）の投資、および地域別のVC資金調達動向の網羅
• AIイノベーションを支援する政府投資、助成金、契約に関する洞察
• 主要産業におけるAI投資動向の分析
• genAI、AIインフラ、データ管理・処理に焦点を当てた将来の投資見通しの分析
• 投資家への戦略的提言

Report Highlights

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 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

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