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How Long the GenAI Investment Surge Will Last

How Long the GenAI Investment Surge Will Last

Update: 2025-07-17
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"MediaTalk" host Mike Reynolds joins S&P Global Market Intelligence reporter Iuri Struta to talk about generative AI, exploring its profound impact on various sectors and the staggering investment trends driving its growth. Over $78 billion was invested in GenAI companies in just the first half of the year, a figure that is already approaching $100 billion when third-quarter investments are included. Major players like OpenAI and Meta are leading the charge, but a diverse range of startups are also making waves in the application layer, fine-tuning existing models to create innovative solutions.

The conversation shifts to a recent webinar on the topic, where experts debated whether the current funding levels indicate a bubble. While many participants expressed concerns about high valuations, they also anticipated that companies would grow into these figures, reflecting the robust demand for AI solutions.

The episode not only sheds light on the current state of GenAI funding but also touches on the regulatory landscape, competition for talent, and the sustainability of business models across different regions. Tune in to gain insights into this dynamic sector and understand what lies ahead in the world of Generative AI.

More S&P Global content:

Featured experts:

  • Iuri Struta, senior reporter at S&P Global Market Intelligence 

Credits:

  • Host/Author: Mike Reynolds
  • Producer/Editor: Sarah James

www.spglobal.com

www.spglobal.com/market-intelligence

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How Long the GenAI Investment Surge Will Last

How Long the GenAI Investment Surge Will Last