WIPO: AI Is Reshaping Innovation Investment, R&D Hits Record in 2025

The signal here is less about the record R&D figure than about who is setting it: WIPO frames AI as the force redirecting where both public and corporate innovation money goes, which matters for any sector whose value depends on being on the receiving end of that capital. The report's own framing suggests the frontier is being defined by AI-adjacent fields rather than by geography or incumbent strength. Whether that concentration holds, and whether the spending translates into patented output outside AI itself, is the open question worth tracking in next year's index.