Latin America. At the close of the second half of 2025, the software industry consolidated its position as a leader in venture capital investment, attracting USD 116,100 million, driven mainly by artificial intelligence (AI), defense technology and space technology.
"Globally, this type of financing reached USD 101,005 million in the second quarter, distributed in 7,356 agreements. Although it represents a decrease compared to the previous quarter (USD 128,400 million in 9,314 deals), the result is still solid, considering that the first quarter included an exceptional collection of USD 40,000 million by a leading AI company," explained Ignacio García de Presno, Lead Partner of Deal Advisory & Strategy at KPMG Mexico.
The Americas accounted for more than 70% of global investment, with USD 72,700 million, most of it coming from the United States, where six transactions of more than USD 1,000 million were registered. "The most notable investments focused on AI, including a deal valued at USD 14,300 million, reflecting the growing interest in this sector," said García de Presno.
In this context, artificial intelligence has become a strategic axis for security: from the detection and response to digital threats, to real-time video analytics, pattern recognition and automation in incident management. These applications explain why investors prioritize companies that develop solutions with a direct impact on critical infrastructure resilience and data protection.
In Mexico, the volume of venture capital was moderate in the second quarter, with the exception of a vehicle trading platform that raised USD 127 million, although with a reduction in its valuation compared to previous years. Brazil, for its part, showed continued weakness, with just USD 322 million, well below its historical averages.
According to García de Presno, "market volatility and geopolitical tensions have led investors to adopt a cautious stance in Mexico, both in venture capital and in mergers and acquisitions. However, the fintech sector remains an exception, thanks to the opportunities it offers in the coming quarters, as well as local technological solutions with global potential."
Projections for the coming months suggest that "investors will maintain a prudent stance, prioritizing sectors with high resilience to global trade risks. AI will continue to be the most attractive sector, supported by government financing and technology development programs."
In this scenario, artificial intelligence not only redefines the global investment agenda, but also paves the way for a transformation in the security industry, where it is positioned as a key technology to face increasingly complex threats.
