---
title: "Unique Research: August 2024 Global AIGC Investment Report"
author: "Unique Research"
sourcePublication: "Unique Research (FFCAP English library)"
originalPublishedAt: "2024-09-24T16:30:00+08:00"
canonical: "https://ffcap.cn/en/research/20240924a0655d00"
source: "https://ffcap.cn/en/research/20240924a0655d00"
language: "en"
cnSourceUrl: "https://view.inews.qq.com/a/20240924A0655D00"
---

# Unique Research: August 2024 Global AIGC Investment Report

_Unique Research · Insight / Capital Monthly · September 24, 2024 · Data window: August 2024 (YTD through Aug)_

**Ingest note:** ~25 CN charts. EN keeps headline figures and board inventory from body text — attach or redraw tables on import; do not invent ranks absent from CN.

## August 2024 snapshot

-   Global AIGC financing: **¥44.5B** in August — **+53.44%** vs July.
-   Largest global raise: **Groq** **$640M** (~¥4.552B) at **$2.8B** post — BlackRock Private Equity Partners led; Cisco Investments, Samsung Catalyst Fund. Plan: move to 4nm next year for larger models / generality. LPU claimed ~10× Nvidia GPU inference speed at ~1/10 cost; cards ~$20k; Meta LLaMA adapted onto Groq silicon. From Apr: stop selling HW direct → **GroqCloud** for developers (>70k). Founder Jonathan Ross (ex-Google TPU core).
-   China: **Moonshot (月之暗面)** disclosed new **$300M** round — valuation past **$3B** among top China LLM startups (after Feb >¥1B). Founder Yang Zhilin (Tsinghua / CMU PhD / Tsinghua IIIS AP). 4 rounds: Sequoia China, ZhenFund, Meituan Longzhu, BlueRun, Alibaba, China Merchants, Xiaohongshu, Tencent, Gaorong — Alibaba A+ alone >$1B. Both Tencent and Alibaba have backed all four top China LLM names (rare vs mobile-internet era). ToC mode; Kimi MAU once >20M; enterprise API launched Aug 2.

## 1.1 Overseas August

Angels important: 11 early projects (Otto The Agent, Openmart.ai, Reliant AI, Cassidy, SportAI, Guardoc Health, VoiceLine, YGO Trips, Lumi Story AI, BrandRank.AI, Global Predictions) — ~¥290M estimated from individuals. 8 overseas LPs put >¥500M into AIGC; **Google acquired Character.ai** ~**$2.5B**. Second-largest deal: **Recursion Pharmaceuticals (RXRX)** all-stock ~**$688M** buy of **Exscientia (EXAI)**.

## 1.2 China August

73 institutions; Fortune Capital (达晨) 4 deals. 39 AIGC firms funded; 11 over ¥100M incl. Moonshot, 01.AI (零一万物), Infinigence (无问芯穹).

## 1.3 YTD through August

-   Global: **¥256.5B**; **617** events — amount **+115%** vs 2023 ¥118.9B; count **+320%** vs 145.
-   China: ~**¥32.3B**; **249** events — amount +186%, count +167% YoY.
-   China share: **14.4%** of global amount; **67.66%** of deal count.

## 02 Global trends & country mix

Q2 disclosed deals ~220 (~3.3× YoY). July deal count +~24% MoM. Amount spikes from mega LLM rounds: xAI $6B B (May); Anthropic $2.75B Amazon (Mar); Moonshot $1B Alibaba (Feb); Baichuan ¥2.824B (Jul). 2024 monthly mean amount ~¥32.0B. US ¥175.7B amount #1 / 211 deals (~85% of China’s count); China ¥32.3B #2 amount / 249 deals #1 count. Canada #3 amount after Cohere’s $500M (Jul). France #4 after Mistral + H (Holistic) ~¥5.83B in May.

## 03 China investors & hot projects (Jan–Aug)

Most active: **MiraclePlus** 17 (Shuzong, EdgeAI, GigaAI, animate.ai, ProDuck Lab, SiliconFlow, RWKV, etc.). Alibaba 7 (Baichuan, Moonshot, MiniMax, Wow Universe, Jingzhunxue, Yuanluo) — Unique Research estimates Alibaba book may exceed ¥11B by end-Aug. Shunxi Fund & Zhipu AI 5 each; Amoeba, Lingang Sci-Tech, Innoangel 4. 228 China AIGC firms raised; 51 over ¥100M. Top amounts: Moonshot **$1.3B**; MiniMax **$600M**; Zhipu **$400M** (Prosperity7, June). Monthly mean deals 31; Aug ~26% above average. Feb amount peak ¥8.2B (Moonshot $1B).

## 04 Overseas investors & hot projects

By count: **a16z** 10 (incl. xAI $6B). Lightspeed & Index 8; Index/Lux/Nvidia GPU Ventures 7. Angels 38 deals. By amount: Amazon ~¥20.3B; Google ~¥17.8B; a16z ¥7.6B. 26 overseas firms >¥1B YTD (vs 10 prior year). Overseas YTD ~¥224.2B (+89% YoY). Hot: xAI ¥42.65B; Anthropic ¥21.51B; Mistral ¥7.27B; also Cohere, Lambda, Skild AI, Tenstorrent, DeepL, Genmo >¥1B each. Overseas monthly path: Jan 42/¥6.969B → Feb 22/¥19.6B → Mar 14/¥32.3B → Apr 19/¥1.9B → May mega month ¥55.1B (xAI, Mistral, DeepL, Holistic…).

## 05 Secondary

AIGC concept index (East Money) Aug 30: **1091.34**, MoM **−4.08%**; turnover ¥389.9B; turnover rate 48.1%. Top gainers cited: Fushi Holdings, iSoftStone, Dongyi Risheng, ST Kevin, Sanrenxing — company blurbs in CN charts.

_\[IMAGE PLACEHOLDERS — 25 CN charts. Attach from images.json.\]_

_Disclaimer: Unique Research figures for market reference only; not investment advice._

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Editorial English edition published on UniqueCapital: https://ffcap.cn/en/research/20240924a0655d00
On-site reading page: https://ffcap.cn/en/research/20240924a0655d00