Brightyear Consultants Limited Highlights Exceptional AI Gains In 2025

(MENAFN- Market Press Release) June 17, 2025 1:33 am - Brightyear Consultants Limited, a Hong-Kong based investment advisory firm, today released its mid-year review on artificial intelligence

Brightyear Consultants Limited, a Hong-Kong based investment advisory firm, today released its mid-year review on artificial intelligence, highlighting transformative gains and record?breaking investment across global markets in 2025.

Unprecedented Investment Surge
Corporate investment in AI reached a staggering $252?billion in 2024, with private funding continuing to surge-early 2025 saw more than $98?billion raised in Q1, projecting annual investment beyond $365?billion.
Goldman Sachs estimates global AI investment could top $200?billion by year-end, reflecting AI's growing share of global GDP (~2–4%).

Accelerated Market Expansion
The AI software market is predicted to reach around $126?billion in 2025, with a compound annual growth rate (CAGR) between 26–29%, while generative AI is exploding-with usage rates growing ~54% and revenues rising 53.7% YoY to $32?billion.

Chips & Infrastructure Lead the Charge
AI chip stocks are surging: Nvidia, AMD, Broadcom, and Marvell are benefiting from booming demand. The AI accelerator chip market is expected to hit $80?billion by 2027, while chipmakers enjoy strong analyst upgrades-Nvidia notably climbing nearly 2%, approaching new highs.

Shift Toward Sovereign AI and Data Infrastructure
Governments and tech giants are accelerating sovereign AI initiatives. For example, Europe's sovereign AI market alone represents a $120?billion opportunity, prompting large data?centre investments and partnerships among major cloud providers.

Additionally, Gulf states like Saudi Arabia and the UAE are deploying bold AI strategies to diversify their economies - though project sustainability varies widely.

Enterprise Adoption & Economic Impact
AI adoption has become mainstream: 83% of companies identify it as a core priority, with many seeing material ROI. McKinsey describes AI as the“cognitive industrial revolution” of the 21st century . OpenAI estimates AI could contribute $3?trillion to U.S. GDP alone over the next decade.

Brightyear's Strategic Take

Brightyear asserts that 2025 marks a critical inflection point: investment is maturing, adoption is accelerating, and the AI value chain-from data infrastructure to sovereign systems-is crystallizing. The firm recommends:

Exposure to AI infrastructure - chips, data-centres, and hardware innovators.

Selective enterprise beneficiaries - software platforms integrating AI effectively.

Geopolitical themes - sovereign AI, government-led initiatives and regional diversifiers.

However, Brightyear cautions on regulatory risks, execution mismatch, and dynamic valuation cycles, emphasizing rigorous thematic and risk-conscious positioning.

About Us

Brightyear Consultants Limited is a group of financial consultants created immediately before the turn of the century. We endeavor to provide assistance and guidance to both institutional and individual clients worldwide. Brightyear Consultants Limited believes that our independence guarantees that the final decision is the result of extensive research, profitable asset allocation, and prudent financial management. You may also reach us at We would be pleased to assist you with additional facts.

Brightyear Consultants Limited
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PR Manager
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