2023-03-27-CBInsights-2022年人工智能状况报告（英）_116页_2mb

2022 State of AI Summary

Core Content

This document provides an overview of the global AI industry in 2022, highlighting trends in funding, dealmaking, and exits. It focuses on the performance of AI companies in terms of investment activity, geographic distribution, and the role of various investor types.

Main Points

Global AI Trends

• AI Funding: Global AI funding in 2022 was $45.8B, a 34% decrease compared to the previous year.
• Deal Count: The number of AI deals dropped by 10% to 2,956 in 2022.
• Quarterly Funding: There was a slight rebound in Q4'22 with $9.3B in funding, but the number of deals continued to decline.
• Mega-Rounds: The number of mega-rounds fell to 115, a 39% decrease, with total funding of $21.8B, down 47% YoY.
• Average Deal Size: The average deal size for AI companies dropped by 30% to $21M.
• AI Unicorns: The total number of AI unicorns reached 166, with 5 new unicorns in Q4'22. The US remains the dominant region for AI unicorns, with 134 of the 166 unicorns based there.
• Europe's Performance: Europe saw a 6% increase in AI deals in 2022, reaching 616, and $6.2B in funding, a 9% decrease. The UK was the largest contributor to Europe's AI funding and deals.
• Exit Trends: AI exits declined in 2022, with 259 M&A deals, 19 IPOs, and 8 SPACs. M&A exits held up best, while IPOs and SPACs saw significant drops.
• Geographic Distribution: The US dominated AI funding and deals in Q4'22, accounting for 2 out of every 5 AI deals.

Investor Activity

• VCs: Venture capitalists were the most active AI investors in Q4'22.
• Top VCs: Plug and Play Ventures, Alumni Ventures, Bessemer Venture Partners, and Insight Partners were among the top VCs in terms of company count.
• CVCs: Corporate venture capitalists (CVCs) also played a significant role, with the OpenAI Startup Fund, Dell Technologies Capital, and M12 leading in terms of company count.

Key Deals in Q4'22

• Top Equity Deals:

  • Anduril: $1.5B Series E, $8.5B valuation
  • Dataiku: $200M Series F, $3.7B valuation
  • Astera Labs: $150M Series D, $3.2B valuation
  • SingleStore: $146M Series F, $1.0B valuation
  • Weka: $135M Series D, $750M valuation

• Top Seed/Angel Deals:

  • Stability AI: $101M Seed VC
  • eleQtron: $50M Seed VC
  • care.ai: $27M Seed
  • Outsight: $22M Seed VC
  • Generally Intelligent: $20M Seed

• Top Series A Deals:

  • Jasper: $125M Series A
  • The Applied AI Company (AAICO): $42M Series A
  • Slingshot Aerospace: $41M Series A
  • Neureality: $35M Series A
  • SponsorUnited: $35M Series A

• Top Series B Deals:

  • Moore Threads: $216M Series B
  • Xiaoice: $138M Series B
  • Altana AI: $100M Series B
  • Bright Machines: $100M Series B
  • Advanced Navigation: $68M Series B

• Top Series C Deals:

  • Trigo: $100M Series C
  • Xanadu: $100M Series C
  • Vesttoo: $80M Series C
  • Securiti: $75M Series C
  • Stratio: $64M Series C

• Top Series D+ Deals:

  • Astera Labs: $150M Series D
  • Beamery: $100M Series D
  • DataVisor: $40M Series D
  • TVision Insights: $16M Series D

• Top Unicorns in Q4'22:

  • Astera Labs: $3.2B valuation
  • Beamery: $1.0B valuation
  • Stability AI: $1.0B valuation
  • Vesttoo: $1.0B valuation
  • Xanadu: $1.0B valuation

Key Information

• Global Funding: $45.8B in 2022, down 34% YoY.
• Deal Count: 2,956 in 2022, down 10% YoY.
• Mega-Rounds: 115 deals in 2022, down 39% YoY, with $21.8B in funding, down 47% YoY.
• Unicorn Growth: 34 new unicorns in 2022, bringing the total to 166.
• Europe's Growth: Europe saw a 6% increase in AI deals, with the UK as the largest contributor.
• Top Investors: VCs and CVCs were the most active, with notable players including Plug and Play Ventures, Alumni Ventures, and OpenAI Startup Fund.
• Top Deals: Anduril led in funding with a $1.5B Series E, while Stability AI, Dataiku, and Astera Labs were among the top deals in different stages.