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Oxford Economics: US corporate spending on equipment and facilities is set to rise 40% between 2021 and 2027, over 3x faster than Europe, driven by the AI race

The bloc struggles to keep up with US spending on high-tech equipment and facilities

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Oxford Economics: US corporate spending on equipment and facilities is set to rise 40% between 2021 and 2027, over 3x faster than Europe, driven by the AI race

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Financial Times — Oxford Economics: US corporate spending on equipment and facilities is set to rise 40% between 2021 and 2027, over 3x faster than Europe, driven by the AI race ↗

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Aug 24Aug 25

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Wall Street Journal: Brookings projects US AI spending to total $10.3T between 2025 and 2032, averaging 3.6% of GDP per year, the largest single-industry build-out as a share of GDP

Bloomberg: The UK's Office for National Statistics: UK digital infrastructure investment crossed £11B in 2025, hitting dot-com boom levels, amid an AI data center surge

BBC: China's GDP is set to grow 4.5% YoY in Q3, up from Q2's three-year-low growth rate of 4.3%, as AI-driven exports helped offset weak domestic spending

Bloomberg: Google, Temasek, and Bain: online spending in SE Asia to rise ~17% YoY to $368B in 2026 despite economic headwinds, as businesses harness AI to spur spending

South China Morning Post: China says its AI compute capacity rose 177% YoY to 2,185 eflops by the end of June, and is targeting 9,800 eflops by 2030 via ~$532B in IT infrastructure spend

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