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According to forecast data from the Oxford Institute of Economics, in the six years after 2021, the growth rate of US commercial investment is expected to reach more than three times that of Europe, and AI is continuously widening the gap between the two major economies. The Oxford Institute of Economics predicts that from 2021 to the end of next year, the actual investment scale of US companies in new equipment and plant facilities will increase by 40%. The consulting agency said the surge in AI equipment investment was a core driver of this forecast. In contrast, real investment in the Eurozone increased by only 12% over the same period, while German business investment almost stagnated. These data highlight the difficulties facing Europe: in the face of the explosive growth of US investment in high-tech equipment and infrastructure, Europe is unable to catch up. Long before ChatGPT came out in late 2022 and the big model wave began, European IT investment had already lagged behind the US.

Zhitongcaijing·08/24/2026 06:25:14
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According to forecast data from the Oxford Institute of Economics, in the six years after 2021, the growth rate of US commercial investment is expected to reach more than three times that of Europe, and AI is continuously widening the gap between the two major economies. The Oxford Institute of Economics predicts that from 2021 to the end of next year, the actual investment scale of US companies in new equipment and plant facilities will increase by 40%. The consulting agency said the surge in AI equipment investment was a core driver of this forecast. In contrast, real investment in the Eurozone increased by only 12% over the same period, while German business investment almost stagnated. These data highlight the difficulties facing Europe: in the face of the explosive growth of US investment in high-tech equipment and infrastructure, Europe is unable to catch up. Long before ChatGPT came out in late 2022 and the big model wave began, European IT investment had already lagged behind the US.