AI吸纳全球53%的风险投资！启明创投发布AI十大展望

Core Insights - AI startups captured 53% of global venture capital funding in the first half of 2025, indicating a significant investment trend in the AI sector [1] - The AGI industry is at a pivotal development stage, with rapid technological advancements and increasing applicability in large-scale implementations [1] - Investment in AI foundational model companies continues to grow, reflecting the ongoing expansion of large models [1] Investment Trends - AI remains the hottest investment sector, with more investors committing real capital to foundational model companies [1] - The trend of AI investment is expected to persist, driven by the lack of a visible ceiling in technological growth [1] AI Industry Outlook - Qiming Venture Partners released its 2025 AI outlook, predicting significant trends in multi-modal technology, AI agents, and embodied intelligence over the next 12 to 24 months [3][4] - The emergence of a general video model capable of handling video generation and task understanding is anticipated within one to two years [3] AI Agent Development - AI agents are expected to evolve from "tool assistance" to "task execution," with the first true "AI employees" entering enterprises [4] - Multi-modal agents will increasingly integrate various input sources for complex reasoning and task execution, particularly in sectors like healthcare and finance [4] AI Infrastructure - The cost of AI infrastructure has decreased significantly, with a reduction of over 100 times in inference costs over the past two years [4] - Future developments in AI chips, including domestically produced GPUs and innovative AI cloud chips, are expected to enhance performance [4] AI Applications - The shift in AI interaction paradigms is predicted to accelerate, leading to the emergence of AI-native super applications as user reliance on screens diminishes [5] - Vertical market applications of AI are expected to grow, with startups focusing on niche areas to differentiate from larger competitors [6] Embodied Intelligence - Embodied intelligence is projected to see significant deployment in practical scenarios such as picking, transporting, and assembling, leading to the accumulation of valuable operational data [8] - The large-scale deployment of robots in these areas is crucial for driving model capability iterations and advancing general robotics [8]