USA (Orange): The USA leads in funding throughout the period, with significant growth from 2016. In 2021, funding reaches over $50 billion, making it a standout year for AI investments. Post-2021, although funding decreases, the USA remains the largest contributor.
China (Blue): There is a gradual funding increase after 2014, with rapid growth from 2016 to 2021. After 2021, funding stabilizes and the growth rate slows.
Europe (Red): Europe shows the slowest growth, with a smaller funding share compared to the USA and China. There is a slight increase post-2016, but the gap with the USA and China is substantial.
Proportional Contribution: The USA is the majority contributor, particularly post-2016, often exceeding two-thirds of total funding. China consistently holds the second position in funding levels after 2016, far surpassing Europe, which lags in contribution with a relatively stable but small share.
Implications: The USA continues to lead in funding and innovation, sustaining high levels post-growth. China remains a strong growth contender but faces challenges in sustaining momentum post-2021. Europe encounters structural or economic constraints that limit its ability to scale funding compared to the USA and China.
Regional Dominance: The USA dominates the chart, with 7 out of the top 10 companies originating from there. Intel leads with 101 investments, followed by Alphabet with 93, and Microsoft with 79, highlighting the USA's strong investment focus in AI. Other notable American firms include Salesforce, Google, Bloomberg, and NVIDIA. In contrast, Tencent, with 55 investments, represents China's significant yet singular presence among the top AI investors. Europe has a modest representation through Telefonica, with 49 investments.
Sector Trends: Leading tech companies, such as Intel, Alphabet, and Microsoft, are driving AI advancements in both hardware and software. The USA's dominance signals its global leadership in AI funding, with China and Europe trailing in terms of the number of companies reaching top investor levels.
