Operational Excellence (OPEX) Daily Briefing – Wednesday, December 24, 2025: Venture Capital Flows Heavily Into AI to Optimize Enterprise Operations.
Điểm Tin Operational Excellence (OPEX) Mỗi Ngày – Thứ Tư, Ngày 24/12/2025: Dòng Vốn Mạo Hiểm Đổ Mạnh Vào AI Nhằm Tối Ưu Hóa Vận Hành Doanh Nghiệp.
Welcome to my unique weekday article for the paid subscriber-only edition.
Operational Excellence (OPEX) Daily Briefing – issued on weekdays (Monday to Friday).
Điểm tin Operational Excellence (OPEX) hằng ngày (phát hành các ngày thứ Hai đến thứ Sáu).
This is the bilingual post in English and Vietnamese. Vietnamese is below.
Đây là bài viết song ngữ Anh-Việt. Tiếng Việt ở bên dưới.
English
PART 1 – OFFICIAL INFORMATION
In late December 2025, the global venture capital market recorded a clear surge in investments into companies developing artificial intelligence solutions aimed at optimizing enterprise operations. Publicly available information indicates that this capital flow is heavily concentrated on technologies capable of directly impacting operational performance, cost structures, and day-to-day operational control of enterprises, rather than focusing solely on experimental technologies or consumer-oriented applications.
According to aggregated insights from financial and investment markets, numerous transactions ranging from tens to hundreds of millions of U.S. dollars have been executed recently, targeting AI platforms that support internal process automation, operational data analytics, supply chain management, logistics, demand planning, and real-time data-driven decision-making. These areas all exert significant influence on cost structures and operational capabilities of mid-sized and large enterprises.
The information released shows that the investment focus has shifted from purely technology-driven AI toward AI tightly integrated with real-world operations. Instead of prioritizing language processing capabilities or user experience enhancement, many current investments favor solutions that can be directly integrated into existing enterprise systems, supporting process improvement, manual error reduction, and enhanced operational control.
A notable characteristic of this investment wave is the strong emphasis on AI platforms capable of generating measurable value in the short and medium term. The technologies receiving investment typically aim to shorten processing time, reduce operating costs, optimize resource allocation, and improve accuracy in planning and forecasting. This reflects a shift in investor expectations, where operational efficiency has become a criterion as important as long-term technology growth potential.
In addition, market information indicates that enterprise demand is playing a critical role in driving capital toward operational AI solutions. In a context where labor costs continue to rise, global supply chains remain unstable, and pressure to optimize performance intensifies, many enterprises view AI as a necessary tool to maintain stability and scalability, rather than merely a long-term innovation initiative.
The investments observed span multiple industries, including manufacturing, retail, logistics, financial services, e-commerce, and enterprise technology. Many AI solutions are designed to process large volumes of operational data dispersed across multiple functions, thereby providing a holistic view of enterprise operations and supporting leadership decision-making based on data, rather than intuition or isolated experience.
The published information also highlights the increasingly prominent role of large investment funds and investors with deep experience in enterprise technology. This reflects a greater level of maturity in the operational AI market, where factors such as real-world deployability, compliance, system integration capability, and operational reliability are valued no less than the technology itself.
Data and market information during this period indicate that AI is increasingly being viewed as a core component of modern enterprise operating systems. The strong influx of venture capital into AI solutions for operations reflects the expectation that, amid economic volatility and supply-chain uncertainty, the ability to manage and optimize operations through intelligent technology will become a decisive competitive advantage for enterprises.
