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
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
