Additionally, BlackRock anticipates 2025 to be pivotal for infrastructure and cybersecurity investments, driven by the AI boom. Jay Jacobs from BlackRock emphasized the need for AI firms to expand their data centers and secure their data. On the same day as the HSBC report, SoftBank announced a $100 billion investment in the U.S. over four years, focusing on AI and related infrastructure. HSBC expects the U.S. tech sector to experience growth due to changes in the acquisition market, deregulation, and fiscal policies that promote economic activity.
Key takeaways:
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- U.S. venture capital investment in AI companies has reached unprecedented levels, with 42% of venture capital directed towards AI in 2024, up from 36% in 2023 and 22% in 2022.
- As of 2024, 20 AI companies have each raised $2 billion or more, indicating significant consolidation within the AI sector.
- Investment in AI is expected to drive major changes in infrastructure and cybersecurity, with firms needing to expand data centers and enhance data protection.
- R&D spending by the "Magnificent 7" companies (Tesla, Nvidia, Microsoft, Meta, Apple, Amazon, and Alphabet) surpassed total U.S. startup investments in 2024, highlighting their dominant role in tech innovation.