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Brief of diving:
- After a fall of 44% In the technological investment of construction In 2023 the content financing ecosystem seems to have been stabilized last year, according to a CEMEX VENTURES REPORT.
- The total investment in the space grew marginally year after year, up to 2%, from $ 3 billion by $ 2023 to $ 3.1 billion by 2024, according to the Monterrey Risk Capital ARM report report. , with headquarters in Mexico, CEMEX..
- However, the data indicated that investors were much more active by 2024: investors and startups in the sector completed 325 offers by 2024, compared to 236 offers by 2023.
Divide vision:
Construction also continues to grow as a total risk capital share, according to the report. Content More than 1.1% of VC’s total spending was accounted for in 2024, compared to 1.06% in 2023 and 0.6% in 2019.
CEMEX Ventures broken down its 2024 financing analysis in four categories:
- Improved productivity: Programs and offers that help fields such as design and project budget, digital twins and BIMs, maintenance of assets and tools using artificial intelligence, raised about $ 1.5 billion.
- Green construction: The processes, products and services that help mitigate the negative environmental impacts of construction, including carbon capture and sustainable materials, obtained about $ 772 million.
- Future of construction: Products and platforms that make up the future of the industry, such as robotics, 3D printing and the manufacture of optimized materials, took about $ 535 million.
- Construction supply chain: Programs and deals that help contractors manage their supply chains, including markets, material monitoring and platforms of the last mile, attracted about $ 231 million.
Above all, three of the categories experienced year -on -year decrease in investment funding. Only improved productivity companies raised more money than by 2023, more than doubled the total year -on -year financing of the subsector.
AI on an increase
The category benefited from a Brewing Ai Arms Race This causes contractors to move quickly to adopt technology to keep it at the forefront and get an advantage over their peers on the market.
Cemex Ventures report stated that, while in 2024 it was a strong year for AI, in 2025 he promises to bring the race even more. The technology took into account 28% of transactions in 2024 and 37% of the total volume of the content agreement, according to the report.
“We expect these driving trends to become more pronounced by the end of 2025,” the report said. “The transition will be gradual, as companies adopt more and more AI capabilities to strengthen their competitive advantage.”
Geographically, North America is still the largest player in the content ecosystem, according to the report. By 2024, the region generated almost 46% of dollars of investment and almost 56% of all offers. If they combine with Europe, the two areas represent almost 85% of the investment.
In advance
A question sign for the future, according to the report, would be the one that the new American government led by Republicans will affect the performance of the industry. The report stated that there is room for optimism, as the study authors provide for economic progress and shortcomings of lower tax rates and policy reform that could counter possible heads. .
But Gonzalo Galindo Gout, head of Cemex Ventures, said that there is no clear correlation between the presidents and the content ecosystem. Instead, it would be based on the way President Donald Trump promotes economic activity in areas such as infrastructure, which would increase construction.
)[There are] In the next three or four months of how it will be reproduced in general, “Galindo Gout told Construction Dive.
Trump has been quick to make movements that could affect US builders. On January 21, Trump announced a plan for a joint company among the technology giants Openai, Softbank and Oracle, to invest 100 billion dollars in AI infrastructure This could climb up to $ 500 million at the end of the second term.
However, Trump also said that he plan to set a flat rate to 10% To China -based imports, along with a 25% rate in Canada and Mexico, since February 1. Contractors have told Construction Dive that they are Operation of the economic impacts of the rateswhich could cause interruption, shortage and increase in industry costs.
