Apollo Report Finds US Dominates AI Investment Over Europe

Apollo Global Management published a 54-slide chartbook titled "The macro implications of the AI investment boom: US and Europe," which details a widening economic divide in artificial intelligence. The analysis, co-authored by economist Torsten Slok and strategist Huw van Steenis, concludes that the United States dominates nearly every critical metric of the AI economy.

According to the report, U.S. leadership extends across capital expenditure, chip production, data centers, AI models, and patents. The firm also found the United States leads in research and development, worker adoption, productivity, earnings, and market capitalization.

The findings suggest a stark contrast in regional strategies, noting that the United States is actively constructing the necessary AI infrastructure while Europe remains largely absent from primary investment and development metrics.