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1、State of AI investingAI SymposiumBibliothque Nationale de FranceParis,6th of May 20241 State of global AI investing2 Nine battlegrounds in AI 3 Europe,France,JapanPage/3 Source:LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SO
2、URCES/INSPIRATIONLEGENDDealroom.coThe third big wave of AI investing.Earlystage breakdownBreakoutstage breakdownLatestage breakdown$415m(Series A)$14m(Seed)$01m(pre-Seed)$40100m(Series C)$1540m(Series B)$100250m$250m+Page/4 On track for$65 billion to be invested in 2024.UpdatedProjectedPage/5 20%of
3、all VC investment goes AI-first companies.This percentage has never been this high.Dealroom.co.Source:AI share of total VC funding globallyGenerative AI as%of totalAI as%of totalUpdatedPage/6 Application Layer1000+startupsOperational Layer70+startupsFoundational Layer50+startupsComputing Layer20+sta
4、rtupsDealroom.coMost startups are in the application layer.CHART AREA 930 x600,Border:0Just chartAlign top to this lineAlign left side of chartto this linexxAlign top of chart to this lineAlign right side of chart to this line60+startups30+startups30+startups800+startupsComputing layerFoundational l
5、ayerOperational layerApplication layerBeijing Light Year Beyond TechnologyLayers Application Operational Foundational Computational Most Generative AI companies are in the application layerPage/7 Computing layerSemiconductors,cloud hosting,interferenceFoundational layerModel makersOperational layerA
6、pplication layerLayers Application Operational Foundational Computational VC funding in 2023$691M$16.8B$1.2B$3.8BMost investment goes to foundational layer startups(who in turn use those funds largely to buy capacity from incumbents in the computing layer).Page/8 Nvidia top clientsMicrosoft:15%Meta
7、13%Amazon 6.2%Alphabet 5.8%All are also building their own chipshttps:/app.datawrapper.de/chart/vCd1y/visualize#refine Nvidias biggest clients include some of the most prominent tech companies in the world,which are also key players in the artificial intelligence(AI)and cloud computing sectors.These
8、 top clients are:1.Microsoft:Microsoft is one of Nvidias top customers,accounting for 15%of Nvidias total revenue.Microsoft utilizes Nvidias GPUs for various services,including cloud computing and AI519.2.Meta Platforms(formerly Facebook):Meta is another significant customer,contributing 13%to Nvidi
9、as revenue.The company invests heavily in Nvidias GPUs for its AI research and development,particularly in the area of artificial general intelligence(AGI)51119.3.Amazon:Amazon accounts for 6.2%of Nvidias total sales.Amazons investment in AI and cloud services,including its AWS offerings,drives its
10、need for high-performance Nvidia chips519.4.Alphabet(Google):Alphabet,the parent company of Google,is responsible for 5.8%of Nvidias revenue.Google uses Nvidias GPUs for a range of AI applications and services519.These companies are not only Nvidias largest customers by revenue but are also actively
11、 involved in developing their own AI chips,which presents a potential challenge to Nvidias market dominance.Despite this,they continue to purchase Nvidias GPUs due to their high performance and established ecosystem51020.Additionally,Nvidias AI chips are in high demand across various industries,with
12、 the companys data center segment now accounting for a significant portion of its revenue.The data center segment,which includes AI chip sales,has become Nvidias top producer of revenue and profits,overtaking its traditional stronghold in the gaming sector46.The demand for Nvidias AI chips is so hig
13、h that CEO Jensen Huang has had to address how the company decides who can buy them,ensuring a fair allocation among the numerous eager customers7.This demand is reflected in Nvidias financial results,with record quarterly revenue reported in the fourth quarter of the fiscal year 20241213.Its import
14、ant to note that while these tech giants are Nvidias top clients,the companys GPUs are also widely used across various industries and by numerous other customers,contributing to its overall market share and revenue growthAI chipsGroq(LPU)Googles TPU(available through Google Cloud,developed by Groq f
15、ounder)HabanaGraphcoreCerebras50+other companies Energy efficient/high performance Vaire Computing(reversible computing)Extropic(thermal computing)SiPearl Innolight TechnologyImmediaPA Semi Syntiant(Microsoft&Amazon backed)4 companies backed by M7Quantum QuantinuumPsiQuantumIQMPasqal300 other compan
16、ies Supercomputers.https:/ Computing layer:Nvidia revenues exploding,but new players emerging.AILow-power Vaire(reversible computing)Extropic(thermal computing)SiPearl Syntiant(Microsoft&Amazon backed)50+other companies 4 companies backed by M7Page/9 Source:LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TI
17、TLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONLEGENDApoorv Agrawal,AltimeterSo far,the compute layer makes 90%of all Gen AI profits.Estimated annual revenues by stackLayers Application Operational Foundational Computational Application LayerOperati
18、onal LayerFoundational LayerComputing LayerSource:Dealroom.coFour hyperscalers are dominating AI investing.VC amount of Magnificent Seven deals Customize dataVC invested by Four Hyperscalers,as%of global VC investmentPage/11 Souce:Dealroom.co analysis of public data.A combined$240 billion annual R&D
19、 budget of the Magnificent Seven.CHART AREA 930 x600,Border:0Just chartAlign top to this lineAlign left side of chartto this linexxAlign top of chart to this lineAlign right side of chart to this linePage/12 Source:SemiAnalysis(via Altimeter).Capital is virtually unlimited,but energy isnt(yet).Massi
20、ve power demands.6,000 MW into perspective:Output of 6 large power plantsEnough power for 6M homesCould charge 600,000 EVsThe International Energy Agency projects that energy demand from data centres,AI,crypto could more than double from 22 to 26 to 1,000 TWh(equals electricity usage of Japan),and e
21、quivalent to 114,155 MW of 24/7 critical data center energy capacity.21,000 MW which could grow to 19%of national power usage in the US,by 2030.1 State of global AI investing2 Nine battlegrounds in AI 3 Europe,France,JapanPage/14 Nine major battlegrounds in AI.Mobile Devices$400BOnline Ads$600BSoftw
22、are Cloud$600BCompute$600BEnergy$2TDefense$2.5TMobility$5THealthcare$8T Industry$25T1.Mobile Devices:2.Online Ads:3.Software Cloud:4.Compute:5.Energy:6.Defense:7.Mobility:8.Industry:9.Healthcare:Page/15 Mobile devices duopoly:a gateway for Autonomous Agents which could exponentially grow the value p
23、ool beyond todays measly$400B.AI-first devices(&ambient computing)100K Rabbit R1 units sold100K Humane units sold150M Amazon Echo users+40 other companies 5B smartphone users globally1.2B units sold each yearTotal annual revenue of$400B ofwhich Apple$200B/Samsung$80B Health&fitness100M Apple Watch u
24、sers40M Fitbit usersSamsung Ring(to be released)+600 other companies Smart glasses+200K Vision Pro sold+6K Magic Leap sold+20M Quest sold+300K Meta Ray Ban sold+50 other companies Brain computer interfaceNeuralinkMindmaze+50 other companies AI-first devices(&ambient computing)100K Rabbit R1 units so
25、ld100K Humane units sold150M Amazon Echo users+40 other companies Smart glasses+200K Vision Pro sold+6K Magic Leap sold+20M Quest sold+300K Meta Ray Ban sold+50 other companies AI-first devices(&ambient computing)100K Rabbit R1 units sold100K Humane units sold150M Amazon Echo users+40 other companie
26、s Smart glasses+200K Vision Pro sold+6K Magic Leap sold+20M Quest sold+300K Meta Ray Ban sold+50 other companies AI-first devices(&ambient computing)100K Rabbit R1 units sold100K Humane units sold150M Amazon Echo users+40 other companies Smart glasses+200K Vision Pro sold+6K Magic Leap sold+20M Ques
27、t sold+300K Meta Ray Ban sold+50 other companies Ambient ImmersivePage/16 Online advertising funnel:$600 billion duopoly could be upended by LLMs.Generative AI200M Character.ai visits25M Midjourney visitsSora by OpenAIBrowsers/Maps3.5 billion Chrome users1 billion Safari users1 billion Google maps u
28、sersLLM based 1.6B ChatGPT visits300M Gemini visits50M Perplexity20M Copilot visits 20M Claude visitsMeta.ai(3B Meta users)35B monthly users$240B ad revenues$150B from search ads$80 revenue per user3B monthly users$132B ad revenues$40 revenue per userSEARCHMEDIASME&ENTERPRISE1.2M companies use Googl
29、e AdWords 10M advertisers on Meta ads70%of Amazon sellers buy Amazon ads$575 billion revenues($50B ads,$100B cloud)200 million Prime members150 million Echo/Alexa usersLifestyle/Gen Z2B Instagram users1.6B Tik Tok users750M Snap usersVideo2.5B Youtube users260M Netflix subscribersSearch engines80B G
30、oogle visits1.3B Bing visits EducationDuolingo:56M monthlyRETAILERS10M sellers on Amazon(150K with$100K sales)4.4M Shopify stores1M sellers on Uber Eats1,100 chains on InstacartENTERPRISE200K on HubSpot150K on SalesForce400K SAP clients40K Oracle clientsProfessional500B X users1B LinkedIn usersCommu
31、nities/GamingDiscord:150M monthlyTwitch:140M monthlySteam:120M monthlyReddit:430M monthlyPage/17 Software Cloud:a$600B+market of which$300B SaaS aan$270B Cloud Infrastructure.Sales cloudSalesforce$35B ARR HubSpot$2.6B ARR more companiesSecurity cloudPalo Alto$8.0B ARR Crowdstrike$3.1B ARR Okta$2.3B
32、ARRWiz$455M ARR Snyk$210M ARRDarktrace$680M ARRmore companies Developer cloudElastic$1.3B ARR Cloudflare$1.7B ARR GitHub(Microsoft)$1B ARRGitlab$580M ARRReplit$35M ARRmore companies Distributed&privacy-enhanced computingGensynDecentriq Oasis Labs DynamoFL Landscape AI Compute/GPU cloudAzure AI$4B AR
33、R(Microsoft)CoreWeave$2B ARR(Nvidia backed)Lambda Labs$250M ARRDenvr Dataworks Applied Digital$150Mmore companiesData cloudSnowflake$2.8B ARR Databricks$1.6B ARR(Amazon&Nvidia)more companiesSource:Dealroom.co(Altec Investing for Cloud infra revenue chart)Big three cloud infrastructure revenues alrea
34、dy boosted by enterprises keen to find productivity gains through LLMsPage/18$5T mobility market:electrification and autonomy.https:/ driving landscape Top mobility players by market cap Tech first Self driving5M Tesla users(Level 2)10K Waymo rides/week(Level 4)Cruise(Level 4,on hold)WayveZoox(Amazo
35、n owned)Aurora(Uber backed)AutoXMay MobilityPage/19 EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONDefensePalantir$3B ARRAnduril$200M ARRHelsingShieldRebellion DefenseCompanies Defense&Aerospace incumbents_ _SpaceIsar Iseye_ Companies In Aerospace&Defense,SpaceX and Airbus are the two most
36、 valuable companies .RoboticsFigureGecko RoboticsSadako(Nvidia backed,nuclear waste)https:/app.dealroom.co/companies/f/launch_year_min/anyof_2014/tags/anyof_space%20tech?sort=-startup_ranking_rating while a growing numbers of startups are now entering the$2.5T defense sector.US National Security&Def
37、ense Market Map view morehttps:/app.dealroom.co/companies/f/tags/anyof_defence%20applications_defence?applyDefaultFilters=true&filter=sub_industries&showLandscape=true https:/app.dealroom.co/lists/35945BESSEMER https:/app.dealroom.co/lists/47237 Top 20 by market capitalizationPage/20 Source:EXTRA CO
38、NTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONLOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2Lead optimizationQuantum for drug discoveryPre-clinicalScreening and response predictionCompound screeningChemistry and genomicsManufacturing optimizationAfterlaunchTar
39、get discovery&validationPhaseI-IIIApproval to launchTechbio startups are now working on every phase of drug development,to make it faster,cheaper and more effective an$800 billion market.ComplianceClinical trial tech Data infrastructure Drug discovery toolsMarket intelligenceDealroom.coBiomarker dis
40、coveryCancer Tech Workflow AutomationPage/21 Limitless(clean)energy will be key driver and competitive advantage.FusionCommonWealth(Google backed)TAE(Google,Amazon backed)2 companies backed by M7Fission*TerraPower(Bill Gates backed)NewcleoOkloSHINE Technologies30+other companies*Amazon acquired acqu
41、ired 960 MW nuclear-powered data centerSolar&wind Amazon,Google,Microsoft,and Meta have already invested in hundreds of solar and wind power projects to power their expanding data center portfolios.Google has reached 100%renewable energy purchasing in 2017,while Amazon is now the largest corporate b
42、acker of renewable energy,with more than 500 projects on its balance sheet,representing 77,000 gigawatt-hours annually when fully operational.+SolarCity(acquired by Tesla)and other 9 companies backed by M7.Public clean energy companies Constellation Energy(21 nuclear reactors)Brookfield RenewableNex
43、tEra Energy PartnersFirst SolarEnphase EnergySunrunAlgonquin Power&UtilitiesClearway EnergyAmazon acquired buys 960-megawatt nuclear-powered data center from Talen EnergyAI Datacenter Energy Dilemma-Race for AI Datacenter SpaceGeothermalFervo Energy(Bill Gates backed,Google*)Baseload Capital(Bill Ga
44、tes backed)Eavor Energy(Microsoft backed)100+other companies*Google is helping Fervo Energy develop its first of a kind enhanced geothermal plant to power its data centers.Solar SolarCity(acquired by Tesla)RobinsunEnpal800+other companies 11 companies backed by M7Selected energy companies by valuati
45、onTesla?Source:Dealroom.co and Flow PartnersPage/22 Industry is a third of global economy,looking to decentralize.MediaeCommerceConsumer financeEntertainmentBankingHealthEnterprise softwareMarketing techFintechEngineering toolsAutonomous robotsEnergyIoT(Industrial applications)AgtechIndustrial techE
46、nterprise&GovtechConsumer techIndustrymanufacturing,construction,utilities23%of GDP=$19 trillionB2B Servicesfinance,marketing,legal consulting,logistics,etc.32%of GDP=$26 trillionExtractionmining$6B(7%)+agri$5B(6%)=13%of GDPB2C Services healthcare,food,mobility,hospitality,education,etc32%of GDP=$26
47、 trillionIndustrial marketplacesLogisticsB2C marketplacesMining software Procurement toolsDealroom.co analysis.GDP data by World Bank.GDP split between B2B and B2C is indicative based on Eurostat data.Slide taken from 2020 Speedinvest x Dealroom deck.Edge cases excluded from this report:Companies li
48、ke UiPath,Celonis have many industrial clients.But this report focuses on industrial processes and logistics only.1 State of global AI investing2 Nine battlegrounds in AI 3 Europe,France,JapanPage/24 Every major country shifted to AI,led by US.France has been ahead of the curve.AI share of total VC
49、funding by countrySource:Dealroom.coPage/25 The US invest 3x more in AI than Europe,and nearly 10 x more in GenAI.CHART AREA 930 x600,Border:0Just chartVC investment in AI companies by destination(2023-2024)Align top to this lineAlign left side of chartto this linexxAlign top of chart to this lineAl
50、ign right side of chart to this lineUpdatedSource:Dealroom.coPage/26 Europe is relatively strong in Ops,Robotics and AI Drug Discovery.CHART AREA 930 x600,Border:0Just chartShare of VC funding in key AI areas(2021-2024)Align top to this lineAlign left side of chartto this linexxAlign top of chart to
51、 this lineAlign right side of chart to this lineTo add a few like AI x fintech?3%UpdatedSource:Dealroom.coPage/27 LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONSource:And yet,11 of the top 20 scientific tec
52、h clusters are in Europe.Top 20 science hubs globallyDealroom.coPage/28 The UK,France and Germany raised the most in 2023.France and Germany grew much faster that the UK in recent years.Netherlands has been the fastest growing.Align top to this lineAlign left side of chartto this linexxAlign top of
53、chart to this lineAlign right side of chart to this lineUpdatedTop countries by AI VC raised 2023-2024 Customize dataPage/29 London and Paris are the main AI hubs in Europe.Tokyo would rank#4 if it were in Europe.Align top to this lineAlign left side of chartto this linexxAlign top of chart to this
54、lineAlign right side of chart to this lineUpdatedTop 10 European Hubs by AI VC raised 2023-2024 View liveSource:Dealroom.coPage/30 LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONTo achieve scale in Europe,co
55、llaboration is key.New Palo Alto is a unique Deep Tech cluster combining London,Paris,Amsterdam,Eindhoven(ASML),Cambridge,Oxford,Leuven,etc.Cities with at least one$1 billion+startup(“unicorn”)20+unicorns 1119 unicorns 610 unicorns 35 unicorns 2 unicorns 1 unicorn WarsawPragueDsseldorfHelsinkiDublin
56、ViennaMadridBarcelonaBaselMilanHamburgBristolEdinburghTallinnMunichStockholmOxfordCopenhagenLondonParisBerlinOsloManchesterZurichLausanneCambridgeMalmoAmsterdamSource:dealroom.coNew Palo Alto 31 New Palo Alto is the worlds#2 innovation ecosystem.31GRAPH/MAIN CONTENTFOOTEREXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONBIG LOGOS SPACINGThe worlds startup databaseSoftware suite for VCxXThe worlds startup database