From increased risk capital to AI Capital?
The Silicon Valley still sets the pace of world innovations. In 2025, investments on a scale reached $ 111 billion. From this stunning $ 103.5 billion – 93% of the total – went to AI. In short, “VC Investments” in the Silicon Valley generally means “AI investments”.
For each dollar invested in 93 cents technology, it flows to AI. The artificial intelligence sector literally goes to the Venture capital.
These are just some of the findings of our latest report “Physical AI. Shaping a new market, created by Watch out for the bridge along Crunchbase and I presented in the latest Summit scaleup in San Francisco at the starting of this month.
Whether it seems to be a bubble or a long -term global trend is still unclear. As noted by the senior data editor of Crunchbase News, Gené Teare, at the opening of the summit: “We are two to three years in a new investment cycle. Despite billions collected by model companies, we are still at an early stage of financing AI, which will shape the next two decades.”
It is obvious that the Silicon Valley bet on all the pieces on artificial intelligence. And when the world’s largest “casino” enters, it is hard to imagine that the game ends in a different way.
Physical AI: next jump in the AI revolution
But there are many waves in AI.
The first principal wave was generative artificial intelligence. Billions of dollars OpenaiIN Anthropic AND AI infection In 2023, Capital focused on several fundamental model players.
Until 2025, Openai ($ 40 billion) and Anthropic ($ 13 billion) A lion absorbed $ 80 billion invested in the sector.
The lower numbers from 2024 didn’t mean a slowdown, but somewhat a physiological pause after these giant rounds, and players focus on scaling operations and the distribution of capital already raised while waiting for the next big wave.
And this latest wave already has the name: physical artificial intelligence. Robots that may think, and not simply follow preprograred commands, grow to be reality.
The ambition is clear: to move AI outside the screen and to the physical world. In just nine months of 2025, the scale in this field has already collected over $ 16 billion.
They are at the forefront Finishfor a large investment in Scales to -platform focusing on the training of knowledge on real applications in the field of autonomous mobility, AR/VR and robotics-also AI drawingA brand new round with a value of $ 1 billion for humanoid robotics and Neuras$ 650 million for interfaces with brain computers.
This latest physical wave of AI – born of generative convergence of artificial intelligence, autonomous agents and a real world – opens an almost unlimited scope of business applications. Because tens of billions of dollars are already coming to the sector, physical AI is the promise of revolutionizing production and more.
If the trend persists, I think, the Silicon Valley could also be in the center of a latest transformation cycle: from considering machines (generative AI) to acting machines (physical AI).
Hard Hitters AI
The AI generative scale constitute 15% of corporations, but 45% of capital invested historically on the AI scale.
Meanwhile, the physical vertical AI seems to follow a similar trajectory: 254 scale (9% of the total) has already consumed 18% of all AI funds.
These dynamics emphasize two key points:
- Both generative artificial intelligence and physical artificial intelligence are capital markets of high risk/high potentials, where significant financing is obligatory to achieve complex technological breakthroughs.
- Early growth of physical artificial intelligence strongly suggests that it could possibly follow the same explosive trajectory as generative artificial intelligence, preparing the scene of the next principal wave of interference driven by AI.
Silicon Valley: re -age
Once again, the Silicon Valley is confirmed as the undisputed epicenter of world innovation. Over the past century-from early investments related to defense in the Thirties and Nineteen Forties-it is the cradle of groundbreaking technological transformations that modified the global economy: from integrated circuits and personal computers on the Internet, mobile, cloud processing, social media and now AI.
Get ready for interference.
For more information on the Silicon Valley and physical artificial intelligence, see Mind The Bridge reports, Available for free to download here.
