PitchBook-2024年二季度人工智能与机器学习报告（英）

EMERGING TECH RESEARCHArtificial Intelligence & Machine Learning ReportVC trends and innovation spotlightsQ22024REPORT PREVIEWThe full report is available through the PitchBook Platform.CONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 2ContentsQ2 2024 AI & ML ReportInstitutional Research Group AnalysisPublishingReport designed by Chloe Ladwig and Julia MidkiffPublished on September 19, 2024DataMatthew Nacionales Senior Data AnalystVertical update3Q2 2024 timeline4AI & ML landscape5AI & ML VC ecosystem market map6VC activity7Innovation spotlights14Code retrieval15GenAI for banking18Sovereign AI20Select company highlights22Anthropic23Databricks26Brendan Burke Senior Analyst, Emerging Technologybrendan.burke@pitchbook.compbinstitutionalresearch@pitchbook.comBen Riccio Associate Analyst, Emerging Technologyben.riccio@pitchbook.compbinstitutionalresearch@pitchbook.comCONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 4Q2 2024 AI & ML ReportQ2 2024 timelineApr 1May 1Jun 1Jun 30VCJune 15Foundation model challenger xAI raises a $6.0 billion Series B, resulting in a $24.0 billion post-money valuation. The company is partly owned by Elon Musk’s X, and the round includes solely financial VC investors, unique among other leading foundation model startups.NewsJune 20Anthropic launches Claude 3.5 Sonnet, a model exceeding the accuracy of the company’s frontier model, Opus, while running at a lower cost. The model rises to the top of model benchmarks and maintains best-in-class status in advanced coding exercises while minimizing hallucinations.Q2 VC deal activity2,039total deals$30.8Btotal VC raised32.8% deal value growth QoQ2024 YTD summary4,117 total deals$54.0B total VC raised-5.2% deal value growth YoYVCJune 11Mistral AI raises a $640.0 million Series B, resulting in a $6.5 billion post-money valuation. The company has developed a competitive open-source model at various sizes for enterprise fine-tuning. The round gains support from investors in the company’s home country of France, as well as from global AI specialists.IPOJune 14Tempus AI, a medical software company, lists on the Nasdaq at a $6.1 billion post-money valuation based on a 10.9x enterprise value (EV)/trailing revenue multiple.CONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 5Q2 2024 AI & ML Report$AI & ML landscapeHorizontal platformsVertical applicationsSemiconductorsAutonomous machinesCONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 7Q2 2024 AI & ML ReportVC activityVC activity surged in the second quarter of 2024, fueled by three billion-dollar rounds. We tracked $30.8 billion in Q2 VC funding for AI & ML companies, including xAI’s $6.0 billion round. xAI’s Series B megadeal includes solely financial VC investors, which is unique among other leading foundation model startups. Financial VC Thrive Capital is also stepping in to support OpenAI. Aside from xAI’s outlier, other top deals continued to be dominated by tech giant investment. NVIDIA participated in four of the top five deals this quarter: CoreWeave’s $1.1 bil