CB-Insights2021年全球AI领域投资报告（英）-147页_1mb

报告摘要

2021 State of AI Summary

核心内容概览

2021年全球人工智能领域经历了显著增长，特别是在融资、并购和独角兽诞生方面。整体趋势显示AI投资持续上升，行业成熟度提高，企业对AI技术的应用日益广泛。

主要观点

AI融资总额翻倍：2021年全球AI融资总额达到668亿美元，比2020年增长108%。其中，医疗AI融资占比18%，成为主要驱动力。
融资规模显著增长：2021年平均交易规模增长78%，中位数交易规模增长75%至700万美元。全年共有12笔5亿美元以上的融资，远超2020年的2笔。
最大单笔融资：Q4 2021中，DevSecOps公司Lacework以13亿美元的Series D轮融资成为最大单笔融资，也是当年第六大AI融资。
投资机构活跃度：Tiger Global Management在Q4 2021中成为最活跃的AI投资者，支持了13家公司，全年共支持44家公司和48笔交易，其中31笔为大额融资。
M&A交易激增：全球AI M&A交易达到311笔，比2020年增长96%。医疗AI占12%的交易量，其中包括PayPal收购Paidy（27亿美元）和IBM收购Turbonomic（20亿美元）等大型交易。
独角兽数量创新高：2021年全球新增65家AI独角兽，总数达到125家。其中，Q4新增3家医疗AI独角兽：SWORD Health、Owkin和Dental Monitoring。
零售AI融资增长显著：尽管交易数量与2020年基本持平，但零售AI融资增长195%，主要得益于11笔大额融资，其中Trax融资6.4亿美元，Faire融资4亿美元。
市场成熟度提升：大额融资（mega-rounds）占全年AI融资的61%，总额达408亿美元，显示出市场对AI技术的高关注度和投资热情。
区域分布：美国和中国在AI融资和交易中保持领先地位，欧洲、拉美和加拿大也有显著增长，但整体规模仍不及美国和中国。

关键信息

融资趋势

总融资额：668亿美元，同比增长108%。
大额融资：179笔，同比增长127%。其中，医疗AI占比最高，达到37笔。
最大单笔融资：Lacework的13亿美元Series D融资，占Q4总融资的7.6%。
中位数融资额：达到8500万美元，较前一年增长70%。

并购趋势

交易数量：311笔，同比增长96%。
医疗AI并购：占12%的交易量。
最大并购交易：PayPal收购Paidy（27亿美元）和IBM收购Turbonomic（20亿美元）。
IPO和SPAC：2021年是AI IPO和SPAC的创纪录年，分别有40家和15家。

独角兽诞生

新增独角兽：65家，同比增长442%。
全球独角兽总数：125家。
Q4新增：3家医疗AI独角兽，分别是SWORD Health、Owkin和Dental Monitoring。

区域分析

美国：融资和交易数量均居首位，特别是大额融资增长显著。
中国：在医疗AI和零售AI领域表现突出，融资总额和交易数量均显著增长。
其他地区：欧洲、拉美和加拿大也有显著增长，但总体规模仍不及美国和中国。

投资者活动

Tiger Global Management：在Q4支持13家公司，全年支持44家AI初创企业。
资产/投资管理机构：支持116笔大额融资，中位数交易规模翻倍。
风险投资机构：如Insight Partners、Coatue Management和5Y Capital在AI投资中表现活跃。

详细数据

Q4 2021融资排名

排名	公司名称	融资金额	融资轮次	投资者	国家	占比
1	Lacework	$1.3B	Series D	Altimeter Capital, D1 Capital Partners, Sutter Hill Ventures, Tiger Global Management, General Catalyst	United States	7.6%
2	Nuro	$600M	Series D	Tiger Global Management, Baillie Gifford & Co., Fidelity Investments, Gaorong Capital, SoftBank Group	United States	3.5%
3	Momenta	$500M	Series C	Temasek, The Bosch Group, Yunfeng Capital, General Motors, SAIC Motor	China	2.9%
4	Socure	$450M	Series E	Bain Capital, Tiger Global Management, Commerce Ventures, Scale Venture Partners, Sorenson Ventures	United States	2.6%
5	Faire	$400M	Series G	D1 Capital Partners, Dragoneer Investment Group, Durable Capital Partners, DST Global, Lightspeed Venture Partners	United States	2.3%
6	ESWIN	$392M	Series C	China Internet Investment Fund, GoldStone Investment, IDG Capital, Legend Capital, InnoVision Capital	China	2.3%
7	Generate Biomedicines	$370M	Series B	ARCH Venture Partners, Abu Dhabi Investment Authority, Alaska Permanent Fund, Altitude Life Science Ventures, Flagship Pioneering	United States	2.2%
8	Moore Threads	$313M	Series A	5Y Capital, BOC International, Shanghai Guosheng Capital, CCB International, Qianhai Fund of Funds	China	1.8%
9	Freenome	$300M	Series D	Perceptive Advisors, RA Capital Management, Andreessen Horowitz, Bain Capital, Fidelity Investments	United States	1.8%
9	Plume	$300M	Series F	SoftBank Group	United States	1.8%

Q4 2021种子轮融资

排名	公司名称	融资金额	投资者	国家
1	Harbinger Health	$50M	Flagship Pioneering	United States
2	Zeen Health	$40M	Qiming Venture Partners, Eight Roads Ventures	China
3	Qiangua Technology	$32M	Baidu, IDG Capital, SF Holding Co, XPeng Motors	China
4	Mesh-AI	$30M	Columbia Capital	United Kingdom
4	nr2	$30M	Lord Rothschilds Family Interests, Simon Robey	United Kingdom
6	OptiFunder	$25M	Arthur Ventures	United States
6	TandemAI	$25M	Chengwei Capital, OrbiMed Advisors	China
8	Insurights	$22M	Group 11, Cresson, Good Company, Insurtech Israel	United States
9	Surpath	$16M	Matrix Partners China	China
9	All In Tech	$16M	N/A	China

Q4 2021 Series A融资

排名	公司名称	融资金额	投资者	国家
1	Moore Threads	$313M	5Y Capital, BOC International, Shanghai Guosheng Capital, CCB International, Qianhai Fund of Funds	China
2	Haomo.AI	$158M	Hillhouse Capital Management, Meituan Dianping, Nine Intelligence Capital, Qualcomm Ventures, Shoucheng Holding	China
3	Helsing	$119M	Prima Materia	Germany
4	Rossum	$100M	General Catalyst, Elad Gil, LocalGlobe, Miton, Seedcamp	Czech Republic
5	METiS Therapeutics	$86M	China Life Insurance, PICC Capital, 5Y Capital, FreesFund, Lightspeed China Partners	United States
6	Landing AI	$57M	McRock Capital, Insight Partners, AI Fund, Intel Capital, CPP Investments	United States
7	Wizard	$50M	New Enterprise Associates, Accel, Marc Lore	United States
8	RealAI	$47M	Delta Capital, Ant Group, Lakala Koala Fund	China
9	42dot	$41M	Hyundai Motor Company, Lotte Ventures	South Korea
10	DeepCure	$40M	5Y Capital, Sapir Venture Partners, TLV Partners, Benon Group	United States

Q4 2021 Series C融资

排名	公司名称	融资金额	投资者	国家
1	Momenta	$500M	Temasek, The Bosch Group, Yunfeng Capital, General Motors, SAIC Motor	China
2	ESWIN	$392M	China Internet Investment Fund, GoldStone Investment, IDG Capital, Legend Capital, InnoVision Capital	China
3	immunai	$215M	Koch Disruptive Technologies, 8VC, Alexandria Venture Investments, Piedmont Investment Advisors, Talos	Israel
4	Fabric	$200M	Temasek, CPP Investments, KSH Capital, Koch Disruptive Technologies, Pontifax AgTech	United States
4	Paradox	$200M	Sapphire Ventures, Stripes Group, Thoma Bravo, Brighton Park Capital, Blue Cloud Ventures	United States
6	Hongji Cyclone	$150M	CMC Capital Partners, Goldman Sachs Asset Management, DCM Ventures, Matrix Partners China, Source Code Capital	China
7	Twin Health	$140M	Sequoia Capital India, Corner Ventures, Helena Capital Partners, ICONIQ Growth, LTS Investments	United States
8	Hailo	$136M	Gil Agmon, Poalim Equity, ABB Technology Ventures, OurCrowd, Zohar Zisapel	Israel
9	Weights & Biases	$135M	Insight Partners, Coatue Management, Bond, Felicis	United States
10	LingoAce	$105M	Sequoia Capital India, Owl Ventures, Shunwei Capital Partners, SWC Ventures	Singapore

Q4 2021 Series D融资

排名	公司名称	融资金额	融资轮次	投资者	国家
1	Lacework	$1.3B	Series D	Altimeter Capital, D1 Capital Partners, Sutter Hill Ventures, Tiger Global Management, General Catalyst	United States
2	Nuro	$600M	Series D	Tiger Global Management, Baillie Gifford & Co., Fidelity Investments, Gaorong Capital, SoftBank Group	United States
3	Freenome	$300M	Series D	Perceptive Advisors, RA Capital Management, Andreessen Horowitz, Bain Capital, Fidelity Investments	United States
4	Applied Intuition	$175M	Series D	Addition, Coatue Management, Elad Gil, Andreessen Horowitz, General Catalyst	United States
5	SWORD Health	$163M	Series D	Sapphire Ventures, General Catalyst, Bond, Founders Fund, Green Innovations	United States
6	Kueski	$102M	Series D	Stepstone Group, Angel Ventures Mexico, Richmond Global, Rise Capital, Tuesday Capital	Mexico
7	AutoGrid Systems	$85M	Series D	SE Ventures, National Grid Partners, Shell Ventures, TotalEnergies Ventures, GS Futures	United States
8	Reveleer	$65M	Series D	Oak HC/FT Partners, Boston Millennium Partners, Upfront Ventures	United States
9	Lunit	$61M	Series D	Casdin Capital, HealthQuest Capital, NSG Ventures, Tybourne Capital Management, BrightEdge	South Korea
10	Nexar	$53M	Series D	Qumra Capital, Aleph, Atreides Management, Corner Ventures, Catalyst Investment Group	Israel

Q4 2021 Series E+融资

排名	公司名称	融资金额	融资轮次	投资者	国家
1	Socure	$450M	Series E	Bain Capital, Tiger Global Management, Commerce Ventures, Scale Venture Partners, Sorenson Ventures	United States
2	Faire	$400M	Series G	D1 Capital Partners, Dragoneer Investment Group, Durable Capital Partners, DST Global, Lightspeed Venture Partners	United States
3	Plume	$300M	Series F	SoftBank Group	United States
4	Cerebras Systems	$250M	Series F	Abu Dhabi Growth Fund, Alpha Wave Global, Benchmark, Altimeter Capital, Coatue Management	United States
4	Deliverr	$250M	Series E	Tiger Global Management, 8VC, Activant Capital, Brookfield Asset Management, Coatue Management	United States
4	VerblT	$250M	Series E	Third Point Ventures, Sapphire Ventures, More Capital, Vertex Growth, 40 North	United States
7	Augury	$180M	Series E	Insight Partners, Eclipse Ventures, Lerer Hippeau, Munich Re Ventures, Qualcomm Ventures	United States
8	Innovaccer	$150M	Series E	Mubadala Capital, B Capital Group, Dragoneer Investment Group, M12, Steadview Capital	United States
9	Domino Data Lab	$100M	Series F	Great Hill Partners, NVIDIA, Sequoia Capital, Coatue Management, Highland Capital Partners	United States
9	H2O.ai	$100M	Series E	Commonwealth Bank of Australia, Celesta Capital, Crane Venture Partners, NVIDIA, Wells Fargo Strategic Capital	United States
9	Hyperscience	$100M	Series E	Bessemer Venture Partners, Global Founders Capital, Stripes Group, Tiger Global Management	United States

总结

2021年AI行业在全球范围内展现出强劲的增长势头，融资规模翻倍，独角兽数量显著增加，大额融资占比大幅提升。医疗AI成为主要增长引擎，而美国和中国在融资和交易中占据主导地位。风险投资和资产/投资管理机构在推动AI企业发展中发挥了关键作用，Tiger Global Management尤为活跃。整体市场成熟度提高，显示AI技术正在被更多企业广泛采用。

展开完整摘要