As Nvidia, Apple And Microsoft Race Towards $4 Trillion Valuation, Generative AI Startups Reportedly Draw 40% Of All VC Investment
As Nvidia, Apple And Microsoft Race Towards $4 Trillion Valuation, Generative AI Startups Reportedly Draw 40% Of All VC Investment
However, Generative AI startups are dominating the venture capital landscape, reportedly capturing a significant portion of investments in the cloud sector. This comes at a time when major tech players like Apple Inc. (NASDAQ:AAPL), Microsoft Corp., (NASDAQ:MSFT) and NVIDIA Corp. (NASDAQ:NVDA) are in a race to achieve a $4 trillion market cap, driven by AI advancements.
生成式人工智能初创公司在风险投资领域占据主导地位，据报道，它们占据了云领域的很大一部分投资。这是在人工智能进步的推动下，苹果公司（纳斯达克股票代码：AAPL）、微软公司（纳斯达克股票代码：MSFT）和NVIDIA公司（纳斯达克股票代码：NVDA）等主要科技公司正在竞相实现4万亿美元的市值。
What Happened: Generative AI startups are drawing 40% of all venture capital investments in the cloud sector, as reported by venture investors Accel. The annual Euroscape report by Accel indicates that venture capital funding for cloud startups in the U.S., Europe, and Israel is projected to reach $79.2 billion this year, fueled largely by artificial intelligence, CNBC reported on Wednesday.
发生了什么：风险投资者Accel报告称，生成式人工智能初创公司吸引了云领域所有风险资本投资的40％。CNBC周三报道，Accel的年度Euroscape报告显示，预计今年美国、欧洲和以色列云初创公司的风险投资资金将达到792亿美元，这主要是由人工智能推动的。
Funding in the cloud industry has increased 27% annually, marking the first growth in three years, with cloud startups raising $62.5 billion in 2023. This is a notable rise from the $47.9 billion raised four years ago, according to Accel. The surge in funding is primarily attributed to the enthusiasm surrounding AI technologies, especially with the increasing popularity of Microsoft-backed OpenAI.
云行业的资金每年增长27％，这是三年来的首次增长，云初创公司在2023年筹集了625亿美元。根据Accel的数据，这比四年前筹集的479亿美元有了显著的增长。资金激增主要归因于对人工智能技术的热情，尤其是随着微软支持的OpenAI越来越受欢迎。
However, Philippe Botteri, a partner at Accel, told CNBC, "AI is sucking the air out of the room" in the cloud sector. Botteri echoes the thoughts of experts who have warned that the growth of funding in the cloud is being driven by the hype around AI.
但是，Accel的合伙人菲利普·博特里告诉CNBC，在云领域，“人工智能正在将空气吸出房间”。Botteri回应了专家的想法，他们警告说，围绕人工智能的炒作推动了云端资金的增长。
Moreover, despite the growth, the cloud industry faces challenges from macroeconomic and geopolitical risks, affecting enterprise software budgets. Botteri noted a shift in IT budgets towards AI, with companies investing in generative AI applications, leaving less for other areas.
此外，尽管有所增长，但云行业仍面临宏观经济和地缘政治风险的挑战，影响了企业软件预算。Botteri指出，IT预算向人工智能的转移，各公司投资于生成式人工智能应用程序，而留给其他领域的资金减少了。
Why It Matters: The surge in AI-driven investments comes amid a broader shift in the tech industry. The race among Microsoft, Nvidia and Apple is setting the stage for a potential 20% surge in tech stocks by 2025.
为何重要：人工智能驱动的投资激增是在科技行业发生更广泛的转变之际发生的。微软、英伟达和苹果之间的竞争为到2025年科技股可能上涨20％奠定了基础。
Moreover, the Federal Reserve's anticipated rate cuts are expected to boost tech stocks, as noted by Wedbush analyst Dan Ives. He highlighted that the AI revolution is moving towards the software and use case phase, further validating the sector's growth potential.
此外，正如Wedbush分析师丹·艾夫斯指出的那样，美联储预期的降息预计将提振科技股。他强调说，人工智能革命正在进入软件和用例阶段，进一步验证了该行业的增长潜力。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免责声明：此内容部分是在Benzinga Neuro的帮助下制作的，并由Benzinga编辑审查和发布。
Image: Shutterstock/ Deemerwha studio
图片：Shutterstock/ Deemerwha 工作室
