Woofun AI reports that Chinese venture capital is accelerating flows into Physical AI and World Model sectors. Data indicates Large Models hold $23.56B, AI Infrastructure $15.74B, Embodied Intelligence $13.36B, AIGC Applications $8.79B, and Autonomous Driving plus others $3.82B.

Serenity noted that early-stage pure foundational model financing has largely ceased, with capital concentrating on leading firms and World Model directions. This trend may extend to the US, benefiting entities like Anthropic and OpenAI. While AIGC commercialization is mature, no absolute winner has emerged, resulting in fragmented competition. Investment continues to target infrastructure and semiconductors, with rapid rotation toward Physical AI, though World Model direct targets remain scarce.