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Europe at 5 percent of global AI compute while U.S. dominates, James Pethokoukis notes
James Pethokoukis highlights the vast disparity in AI compute between Europe and the U.S. According to Pethokoukis, Europe accounts for just 5 percent of global AI compute, compared with 80 percent for the U.S.
He also notes that the European Union's flagship $230 billion investment plan is spread over multiple years and is significantly smaller than the more than $400 billion U.S. technology firms spent, primarily on expanding AI infrastructure in 2025 alone.
Pethokoukis has previously highlighted large-scale tech investments by major firms. He recently noted that SpaceX invested $15 billion in its Starship project ahead of a potential public offering. In an earlier report, he cited Goldman Sachs's view that 2027 hyperscaler capital expenditure estimates may be overly cautious.
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