2024年二季度人工智能与机器学习报告（英）

Q2 2024 AI & ML Report

Overview

• VC Activity: VC funding for AI & ML companies surged in Q2 2024, with a total of $30.8 billion raised across 2,039 deals.
• Top Deals:
  • xAI: Raising a $6.0 billion Series B, valued at $24.0 billion.
  • Mistral AI: Raising a $650.6 million Series B, valued at $6.5 billion.
  • CoreWeave: Raising a $1.1 billion round.
  • Wayve: Raising a billion-dollar round alongside Microsoft.

Valuations and Deal Counts

• Deal Value Growth: 32.8% quarter-over-quarter (QoQ).
• Deal Count: Remained consistently low, with only 2,039 deals recorded.
• Valuations: Median pre-money valuations reached new highs of $28.2 million for early-stage and $50.0 million for late-stage deals.

Exit Activity

• Exit Value: Rose to $11.5 billion, the highest since Q2 2022.
• Notable Exits:
  • Tempus AI: Listed on Nasdaq at a $6.1 billion post-money valuation.
  • NVIDIA: Announced acquisitions of Run:ai and Deci, totaling $1.3 billion.
  • AMD: Acquired Fireworks AI and Silo AI for $717.0 million.

Key Companies and Innovations

• Anthropic: Launched Claude 3.5 Sonnet, which exceeds the accuracy of Opus while being more cost-effective. The company plans to release new models later in the year.
• Databricks: A leader in AI & ML infrastructure, focusing on enterprise solutions.
• Brendan Burke and Ben Riccio: Senior and Associate Analysts from PitchBook, providing detailed insights.

Competitive Landscape

• AWS Partnership: Anthropic has secured a significant enterprise customer base through its partnership with AWS.
• Leadership Changes: Several key OpenAI employees, including Jan Leike and John Schulman, joined Anthropic, enhancing its capabilities.

Summary

• VC Funding: Q2 2024 saw a surge in VC funding, driven by large rounds like those of xAI and Mistral AI.
• Valuations: Median valuations for both early- and late-stage deals reached record highs.
• Exit Activity: Rebounded strongly, with notable exits such as Tempus AI and NVIDIA's acquisitions.
• Innovations: Anthropic's Claude 3.5 Sonnet represents a significant alternative to OpenAI, highlighting the growing competition in the AI & ML space.