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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