世界のAI投資動向と支出見通し

当レポートでは、世界のAIへの投資動向を調査し、主要な成長要因、新興動向、主要企業、成長予測などをまとめています。また、本レポートには、企業によるAI投資パターン、民間投資、M&Aの詳細な分析を含み、スタートアップやVCによる投資、地域別のVC資金調達の比較動向なども取り上げています。さらに、公的部門におけるAIイノベーション向けの政府投資、助成金、契約に関するインサイトを別途提供します。加えて、生成AI、AIインフラ、データ管理・処理といった新興分野に焦点を当て、将来の投資見通しを分析しています。投資家向けの戦略的提言も含まれています。

目次

第1章 エグゼクティブサマリー

• 市場範囲
• 市場サマリー
• AIへの企業投資動向
• テーマと重点分野
• 公的資金とイニシアチブ
• 結論

第2章 AIへの企業の投資動向

• 概要
• AI投資の主な促進要因
• AIインフラ
• 人材とエコシステム開発
• 政策、規制、政府の支援
• 企業による投資動向
• 民間AI投資
• M&A

第3章 AIベンチャーキャピタルとスタートアップ

• 世界のAIベンチャーキャピタル（VC）
• スタートアップアクティビティ
• 米国
• 中国
• 欧州
• 重要ポイント

第4章 投資テーマと重点分野

• 概要
• 生成AI
• AIインフラ
• エネルギーインフラ
• データ管理と処理
• 垂直AIアプリケーション
• 医療・ヘルスケア
• 自動運転車
• 防衛
• メガディール分析
• 将来の投資見通し

第5章 公的資金とイニシアチブ

• 地域・国別のAI公共投資戦略と動向
• 北米
• 欧州
• アジア太平洋
• 中東
• 官民パートナーシップモデル
• 主権AI

第6章 AI投資パターン：産業別

• 概要
• ヘルスケア
• 銀行・金融サービス
• 物流・サプライチェーン
• 自動車
• 通信
• 小売
• その他

第7章 投資家の洞察と戦略的提言

• 重要ポイント
• 投資家向け戦略的提言

第8章 付録

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

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