According to CCTV News, the heat in the AI venture capital market has continued to rise. In the first quarter, there were nearly 600 funding events in the global AI sector, with a total amount exceeding 110 billion yuan, representing a sharp increase of 185.4% compared to the same period last year. Entering May, the domestic venture capital ecosystem remained strong, with local large model companies such as Moonshot and StepStar securing massive financing of over 30 billion yuan. At the same time, the embodied intelligence sector also attracted significant capital attention, with startups like Vito Dynamics and Luming Robotics securing several billion yuan in financing within a week.

With the rapid influx of funds, the capital flow of AI startups has shown a highly concentrated trend, focusing on three major strategic directions: first, basic research and development. By 2025, leading large model companies have already allocated R&D budgets reaching tens of billions of yuan, far exceeding their revenue for that period. Second, infrastructure construction for computing power, with GPU purchases and cloud service rentals typically accounting for 30% to 50% of the total fundraising. Finally, the competition for top global talent and teams.

High-intensity R&D investment is significantly accelerating the transformation and application of technological achievements. By 2026, the technology iteration cycle of Chinese large model companies has generally been shortened to within three months, accompanied by a significant reduction in AI inference costs. This technical maturity and cost turning point brought about by intensive capital investment is strongly driving the AI industry to deeply evolve from "technical breakthroughs" to "scale applications," further accelerating the commercialization of artificial intelligence.