JPMorgan Global Research

“Much of this activity remains concentrated in the U.S., which accounts for about 85% of AI and machine learning venture capital, with spillover benefits expected in China, South Korea, and Taiwan thr…”

“raised its estimate for global AI-related capital expenditures through 2030 to $5.5 trillion, up from $5.1 trillion”

“AI-related debt financing will reach $4.1 trillion as loan-to-cost ratios rise”