A Multibillion-dollar Market Emerged in Less Than 4 Years.
What Can Investors Expect and How Can They Benefit? 

The Golden Age of AI Investment

  • Generative AI has sparked the fastest-growing wave of consumer software and is accelerating the path toward more capable systems. Forecasts point to a multi-trillion-dollar impact of AI, as rising ROI and productivity gains drive financial growth and long-term wealth creation.
  • Infrastructure is both the bottleneck and the opportunity: AI’s progress hinges on compute and power, fueling a massive CapEx cycle across chips, cloud, power generation, and physical build-out.
  • Investors are deploying capital strategically across multiple vectors. spreading across the infrastructure layer (chips, cloud, and data centers), the model layer (foundation models such as OpenAI), and the application layer (vertical-specific AI tools).
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The Fastest Wealth Creation Cycle in Modern History

 AI Has Generated Up to USD 19 Trillion in Market Value, Across All Layers. 

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In 2026, Total Spending on AI Is Expected to Reach USD 2.5 Trillion

 The global AI market is projected to grow from roughly USD 391 billion in 2025 to over USD 1 trillion by 2031, with some forecasts suggesting a rise to USD 4.8 trillion by 2033—a 25-fold increase in ten years. 

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Market Leaders Keep Pushing the Boundaries

 OpenAI leads the model layer category at a USD 852 billion valuation. Close behind, Anthropic has raised over USD 53 billion since 2021, achieving a post-money valuation of USD 380 billion.  

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The AI Boom Winners, and a "Picks and Shovels" Opportunity

   Companies providing the physical infrastructure are growing and profiting alongside the technology companies. So have companies building applications on top of the foundation models (vertical layer).  

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Strategies for Private Equity Portfolio Managers

AI-linked companies have been dominating returns on public markets lately, but single-stock volatility is not appealing to all investors. Private market AI revenue from the top 50 private AI companies alone reached USD 14.1 billion by the end of 2025. The pace at which their revenues have grown in the last few years is also notably faster (more than 2.5x) than that of non-AI companies.
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Is Big Tech Big Enough?

  • Most AI frontliners are not profitable—yet. High valuations are considered the primary reasons igniting speculation about a bubble.
  • A critical difference between previous technology bubbles and today is that the dominant technology companies have less extreme valuations and are highly profitable.
  • Market dynamics are difficult to predict. It is essential to closely monitor industry developments, pursue prudent early-stage investments, scale in response to demand, and implement effective risk management strategies.

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Lennertz & Co. Capital GmbH
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Philipp Lennertz, Christian Piper

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