Serenity: China's Primary Market Funds Flowing into Physical AI and World Modeling, Frontline Model Financing Concentrated towards Top Players

BlockBeats News, July 3rd, Serenity's post stated that from the perspective of AI investment in China's primary market, institutional funds are flowing into directions such as Embodied AI, Physical AI, and World Models. It cited that the funding scale for Large Models/LLM is approximately $23.56 billion, AI infrastructure and technology layer is around $15.74 billion, Embodied AI/Physical AI is about $13.36 billion, AIGC Applications are around $8.79 billion, and Autonomous Driving and other Top-20 clusters are about $3.82 billion, but this category is not entirely comparable to the aforementioned.

Early-stage pure basic model financing has essentially closed, and more funds are flowing to leading companies and World Model companies. It believes that a similar trend may also appear in the U.S. market, with funds concentrating on top companies like Anthropic and OpenAI, where "World Models have become the biggest consensus in early-stage investment." Months ago, it was believed that 4D AI/World Models would be the most noteworthy direction going forward and mentioned that AEVA might offer relevant exposure, but there are currently no clear pure targets in the market, or one may need to wait for the next wave of IPOs in this field.

Serenity stated that AIGC Applications are the most mature area for the commercialization of AI technology, but there are currently no clear winners. Funds are still flowing towards AI infrastructure and the semiconductor supply chain, while a significant amount of capital is rotating into Physical AI, Embodied AI, Humanoid Robots, and World Model directions, with the cutting-edge model field continuing to concentrate on top companies.