初创企业推动欧洲人工智能转型

Analysing startup & investor activityacross ten industrial verticals of the EUʼsApply AI Strategy November 2025 Created by This report is the final part of the Innovation Radar Bridge Series EU Framework Programmes Accelerating Europe EU Apply AI Strategy Data-driven deep dive into EUframework programmes and theirimpact. EU-backed in this reportrefers to startups funded under theEU framework programmes Data-driven mapping of theEuropean Unionʼs AI startups in lightof the EU Apply AI Strategy and tenfocus verticals, highlighting startup &investor activity About the state of European growthand the relationship with innovation,competitiveness, entrepreneurshipand venture capital: challenges andopportunities This report Feb 2025 March 2025 Executive Summary Mapping startups across theEU Apply AI verticals2 1 EU Apply AI verticalsDeep-Dives Winning in AI: Europeʼs pathforward Health & Pharma(€43B EV, €4.7B VC since 2020) andDefence, Security & Space(€38B EV, €4.6B VC)lead byboth enterprise value and funding, accounting for 18Unicorns and Thoroughbreds. They are followed byCultural & Creative Industries(€29B EV) andRobotics(€2.4B VC).Environment & Climate(€6B EV,€0.7B VC),Energy(€7B EV, €1.6B VC), andAgri-food(€5B EV, €1.1B VC) remain relatively smaller but standout globally as areaswhere Europe captures a highershare of global AI VC.Environment & Climate(1,725×),Mobility, Transport & Automotive(64×), andDefence, Security & Space(62×) show thefastest EVgrowth since 2015,though from smaller base. Europeʼs AI ecosystem is scaling fast, with over4.1KVC-backed startupsacross all EU Apply AI verticals*-around6% of all VC-backed companiesin theEuropean Union (EU)-, which are now worth acombined€161B in enterprise value (EV), a 16xincrease in ten years. Since 2020, these startups haveraised €20B in VC investment, representing17% of allEU VC investmentand nearly half of total EU AI VC.Each year, more than 250 startups raise their first VCround. Growth is driven by a mix of top-tier privateinvestors (e.g. Eurazeo, EQT Ventures, Accel), as well aspublic funds (e.g. Bpifrance, EIC Fund), especiallyactive at early stage. Global AI leadership rests onthree pillars: compute(infrastructure), models, and applications. Europecurrently represents about 5% of global AI compute,and the Commission is spending €20B in AIgigafactories to strengthen its technological base. TheEU is also pursuing a global strategy of providing AIcompute as a public good, leading over the US in thisapproach. While the US leads in proprietary foundation models,Europeʼs opportunity lies in open source models,aswell as in AI applications. TheEU Apply AI Strategybuilds on this opportunity, looking to advance AIadoption across11 strategic verticalsfrom Agri-Foodto Robotics, notably through dedicated support ofstartups and SMEs. This report investigates the European AI landscape in light of EU initiatives EU Apply AI Strategy EU AI Act First comprehensive legal framework regulating artificialintelligence in the world. It classifies AI systems into fourrisk categories (unacceptable, high, limited, and minimal)and imposes strict bans on AI practices deemedunacceptable (such as social scoring and manipulativetechniques), while setting rigorous requirements forhigh-risk AI systems, including conformity assessmentsand transparency obligations. The Act aims to ensure thatrisks to health, safety and fundamental rights are reduced,while also fostering innovation and supporting businessesin the EU. Unlike the U.S., where over 265 AI-related billshave emerged across states***, the EU AI Acts is Europeʼsone rulebook for all 27 member countries. Initiative designed to accelerate the integration of artificial intelligence technologies across Europeʼs strategicindustrial sectors and to reinforce the EUʼs technological sovereignty. It aims to foster innovation, support smalland medium-sized enterprises (SMEs), and reduce Europeʼs reliance on foreign AI technologies. The strategy seeksto create a dynamic, secure, and competitive environment for AI development and deployment within the EU. Verticals of focus of the EU Apply AI Strategy Agri-Food Defence, Security & Space Manufacturing, Engineering & Construction Health & Pharmaceuticals Cultural & Creative Industries* 1What Europe needs to succeed in AI 2EU Apply AI startups 3EU Apply AI verticals - Deep Dives What it takes to succeed in AI I want the future of AI tobe made in Europe.Because when AI is used,we can find smarter,faster, and moreaffordable solutions. Artificial Intelligence is emerging as a defining general-purpose technology of the 21stcentury. Deploying it for societal impact and economic impact depends on a layeredecosystem: Compute (infrastructure) AI Applications Models AI adoption needs to be widespread, andwith these strategies, we will help speedup the process. Putting AI first alsomeans putting safety first. We will drivethis ʻAI firstʼ mindset across all our keys