[Spark VC Weekly Insight] AI Investment Continues Despite Market Volatility

Despite recent corrections in tech-heavy indices and a general risk-off sentiment, funding in artificial intelligence (AI) startups remains strong. In Q2 2025, U.S. VC-backed AI firms raised over $4.8B, a 12% increase YoY, with focus shifting from foundational models to application-layer and infrastructure solutions.

VC Investment Themes

• AI Ops & Workflow Automation

Investors are betting on AI tools that streamline enterprise operations—from customer service bots to automated legal review.

• Vertical-specific AI (FinTech, MedTech)

Domain-specific AI with built-in compliance and integration capabilities is favored by sector-focused funds.

• Compute Infrastructure & Model Compression

Cost-effective training and inference infrastructure—such as model compression, edge deployment—are gaining traction.

We continue to support founders who build scalable, efficient, and sector-aware AI solutions. Market noise should not distract from long-term strategic clarity.