AI Investment Accounted for Nearly Half of Healthcare Investment in 2025; Silicon Valley Bank Releases 17th Healthcare Investments and Exits Report
Rhea-AI Summary
Silicon Valley Bank (First Citizens Bank division) released its 2026 Healthcare Investments and Exits report showing $46.8B in healthcare investment in 2025, down 12% year-over-year. AI dominated funding, with more than $18B invested and accounting for 46% of total healthcare investment. Sector trends include growth in healthtech +5.3% and devices +1.5%, while biopharma -19% and dx/tools -33% declined. VC deal counts fell 7% and healthcare-focused VCs raised $7B in 2025 versus a $41B peak in 2021. Large AI rounds were prominent: deals >$300M made up 40% of healthcare AI spending in 2025.
Positive
- AI funding reached $18B, comprising 46% of healthcare investment
- Healthtech investment grew +5.3% in 2025
- Devices investment increased +1.5%
- >$300M AI deals accounted for 40% of healthcare AI spending
Negative
- Total healthcare investment declined 12% to $46.8B in 2025
- Biopharma investment fell 19% year-over-year
- Diagnostics/tools investment dropped 33%
- VC deal counts decreased 7% amid tighter fundraising
- Healthcare-focused VCs raised only $7B in 2025 versus a $41B peak in 2021
News Market Reaction
On the day this news was published, FCNCA gained 0.54%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Regional bank peers like HBAN, RF, CFG, MTB and SHG show modest declines (e.g., CFG -1.71%), but no names appeared in the momentum scanner, suggesting the AI-heavy healthcare report was stock-specific rather than part of a strong sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 30 | Earnings call timing | Neutral | -0.7% | Announced date and access details for Q4 2025 earnings call. |
| Dec 17 | Client financing deal | Positive | +0.9% | Financing package including $40M equipment facility with First Citizens. |
| Dec 16 | Syndicated revolver | Positive | +0.8% | First Citizens led $80M revolver to support solar and storage projects. |
| Dec 04 | Consumer survey | Neutral | +1.1% | CIT Bank survey on 2026 resolutions and related spending plans. |
| Nov 20 | Leadership appointment | Positive | -0.4% | Named new middle market banking leader for Northeast expansion. |
Recent FCNCA headlines, including lending, surveys and leadership changes, have produced relatively small next-day moves, with a slight tilt toward positive reactions on partnership and financing news.
Over the past few months, FCNCA news has centered on operational updates and client financing activity. On Nov 20, 2025, the bank named a new middle market leader for the Northeast. Earlier in December, affiliated brands highlighted consumer savings trends and community/solar financing totaling $435M for Pivot Energy and an $80M revolver for Soltage. The latest AI-focused healthcare investment report continues FCNCA’s pattern of thought-leadership publications rather than balance-sheet-specific announcements.
Market Pulse Summary
This announcement highlights that AI captured 46% of 2025 healthcare investment, exceeding $18B out of total healthcare funding of $46.8B. For FCNCA, it continues Silicon Valley Bank’s role as an information provider on venture markets rather than a balance-sheet event. Investors may track how recurring AI-focused reports intersect with FCNCA’s broader strategy, overall healthcare VC trends, and future disclosures that tie these ecosystems more directly to revenue or risk metrics.
Key Terms
artificial intelligence technical
healthtech technical
generative technical
agentic ai technical
AI-generated analysis. Not financial advice.
AI investment in healthcare exceeded
"Healthcare venture fundraising has entered a reset," said Megan Scheffel, co-author of the report and Head of Life Science and Healthcare at Silicon Valley Bank, a division of First Citizens Bank. "First-time and emerging managers face longer fundraising cycles, while founders are seeing earlier capital go toward companies with clinical validation, revenue traction, or capital-efficient business models. Large, generalist VC firms with dedicated healthcare arms continue to raise, but overall fundraising indicates a more concentrated healthcare VC ecosystem."
Key findings from the 2026 Healthcare Investments and Exits report1 include:
AI Investment Soars
- With more than
$18B 46% of all healthcare investment. - Investments in the healthtech (+
5.3% ) and device (+1.5% ) sectors grew, while biopharma (-19% ) and dx/tools (-33% ) declined. - Healthcare investment totaled
$46.8B $68.3B
Venture Capital is Getting Back to Basics
- Total VC deal counts were down
7% in 2025, reflecting a more selective funding environment amid fundraising constraints in the healthcare ecosystem. - Healthcare focused VCs raised
$7B - This is down from the
$41B
The Mega Deal Has Been Redefined
- In 2025, there were more healthcare AI deals over
$300M $300M + deals accounted for40% of total healthcare AI spending in 2025. Deals of this size represented29% of total healthcare AI deals in 2023 and31% of total healthcare AI deals in 2024.- The majority of these deals are going to AI startups given the significant capital requirements of generative and agentic AI solutions.
Learn More
To read the complete Healthcare Investments and Exits report, click here: Healthcare Investments and Exits | Silicon Valley Bank (svb.com).
To share its deep industry knowledge, Silicon Valley Bank develops various insights reports focused on sectors spanning the innovation economy. This is SVB's first market report in 2026 after publishing 20 new market reports in 2025. For the complete library of SVB's signature reports, please visit Market Research Industry Trends & Insights | Silicon Valley Bank (svb.com).
About Silicon Valley Bank
Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of some of the world's most innovative companies and investors. SVB provides commercial banking to companies in the technology, life science and healthcare, private equity and venture capital industries. SVB operates in centers of innovation throughout
1 Refer to full report for data sources and timeframes
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SOURCE Silicon Valley Bank
FAQ
How much did Silicon Valley Bank report that healthcare investment totaled in 2025 (FCNCA)?
What share of 2025 healthcare investment was in AI according to the report for FCNCA?
Which healthcare sub-sectors grew or declined in 2025 per the FCNCA report?
How did venture capital fundraising for healthcare-focused VCs change in 2025 in the FCNCA report?
What does the report say about large AI deals in healthcare for 2025 (FCNCA)?
