AI Investment Gap: US, China, and Europe Compared
kimmonismus · x · 2026-07-17
The author compares the AI capital expenditure gap among China, the US, and Europe, arguing that although China's capex is far below that of Western frontier labs, it is catching up rapidly.
They also point out that Europe is noticeably lagging, holding a weaker position in both data center investment and frontier model development.
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