invest2 distinct publishers
Forty percent, annualised: the US-Europe AI capex gap is real, the bust risk sits elsewhere
Oxford Economics has US corporate AI spending up 40% and the euro area up 12% by end-2027. Compound both and the divergence is under four points a year. The BIS warning is about four companies.
Reality
- Evidence52
- Adoption64
- Hype gap+34
- Incentives56
- Confidence58