AI & Enterprise
AI models are U.S.-led, adoption shifts to Europe: will global market balance change
Europe lags far behind the United States in investment in AI infrastructure and foundation models, but is rapidly building competitiveness in industry-specific AI application software, an analysis found. McKinsey and European Software Network Boardwave said Europe is emerging as a key hub for AI applications. Europe accounted for 10 percent of global AI investment from January 2025 to June 2026, but its share in AI application investment rose to 44 percent in the first half of this year.
