The future of computing and technology infrastructure is currently being redesigned. With four major industries which are interconnecting more and more, we are experiencing a new chapter in hard & software related solutions.
Market Size & VC Landscape
Market Size
The semiconductor industry is on track to grow at a 12% CAGR, reaching $1.4 trillion by 2030, fueled by demand from AI, EVs, 5G, and IoT.
The global AI software market is expected to exceed $1trillion by 2030, driven by increased enterprise adoption and foundational model innovation.
Venture Capital Capital Landscape
Across these four interconnected industries, venture capital investment has reached unprecedented levels, fueling transformative developments and accelerating commercialization timelines.
AI-based software development has become the most dominant sector in venture capital, capturing nearly 46% of U.S. venture deal value in 2024. Global AI funding surpassed $100 billion. Leading players like OpenAI, Hugging Face, and Anthropic continue to draw massive rounds, while vertical AI startups see growing traction.
Most important use cases and trends
Trends include the rise of edge AI, ethical AI governance tools, and the deployment of advanced foundational models.
Next-Generation Chips
Semiconductor manufacturing is also experiencing strong VC interest, particularly in next-generation chips tailored for AI workloads, such as GPUs, TPUs, and chiplet-based architectures. Startups like Rivos and SiFive are innovating in custom chip design, while public support through the CHIPS Act and similar initiatives has catalyzed broader investment.
Key trends include
- energy-efficient chip design for data centers
- growth in automotive chip applications
- geopolitical push toward domestic production
Other trends include:
- Quantum computing
- Photonic chip design
