PitchBook分析师注:跟踪亚太地区的人工智能风险活动:第二部分(英).pdfVIP

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PitchBook分析师注:跟踪亚太地区的人工智能风险活动:第二部分(英).pdf

InstitutionalResearchGroupINDUSTRYRESEARCH

MelanieTng

ResearchAnalyst,TrackingAIVenture

APACPrivateCapital

melanie.tng@ActivityinAPAC:PartII

pbinstitutionalresearch@

WherecapitalisconcentratingacrosstheAIvaluechain

PublishedonFebruary6,2026

PitchBookisaMorningstarcompanyprovidingthemostcomprehensive,most

accurate,andhard-to-inddataforprofessionalsdoingbusinessintheprivatemarkets.

Contents

Keytakeaways1

Introduction2

Keytakeaways

Theenablingstack:APAC’sAIbackbone3

Appliedindustryverticals:WhereAI•AIinvestmentinAPACisincreasinglyorganizedalongthevaluechainrather

iscommercialized7

thandispersedacrossthemes.Capitalcontinuestoconcentrateinenabling

Emerginganddownstreamthemes:Whereinfrastructureandinappliedusecaseswithclearpathstodeployment,

AIremainsexperimental13

whiledownstreamconsumer-andpolicy-facingapplicationsremainearly

Conclusion18andfragmented.

•TheenablingstackremainsthelargestrecipientofAIventurecapitalintheregion,

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