Serenity: Chinese VC funds are accelerating their flow into the Physical AI and World Model tracks.

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Jinse Finance reported that on July 4, Serenity posted on the X platform stating that based on capital flows in China's private VC market, institutions are currently pouring large amounts into Physical AI and World Models related fields. The capital distribution is roughly as follows: Large Models/LLM about $23.56 billion, AI Infrastructure and Technology Layer about $15.74 billion, Embodied Intelligence/Physical AI about $13.36 billion, and AIGC Applications about $8.79 billion.
Serenity added that the early pure foundation model financing cycle may have basically ended, with capital more concentrated in existing leading companies and world model directions. This trend will also appear in the United States, and may further concentrate toward leading companies like Anthropic and OpenAI in the future. Currently, AI investment continues to flow into infrastructure and semiconductor supply chains, while capital is rapidly rotating towards Physical AI and Embodied Intelligence.
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