Noesion Radarnoesion.ai
Research2026-10-12

Apollo reports US AI investment now rivals historic infrastructure booms. Hyperscaler capital spending estimates for 2027 have doubled in a year. US private AI investment far outpaces Europe. US leads in AI company creation, R&D spend and software investment. Europe lags in AI VC share, supercomputer capacity and data centers. US captures 38% of global semiconductor value. AI now takes 49% of US corporate borrowing. US dominates AI model and patent counts. Europe leads in AI consumer adoption in some countries. US labor productivity growth has re-accelerated while Europe stalls.

  • AI capex at 2.3% of US GDP (2022–2029)
  • 2027 hyperscaler capex doubled vs Sep 2025
  • US AI investment 2x EU in 2026
  • US data center capacity 3x Europe

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