🎯 Europe lags in AI

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Welcome back to Trendline where I share top charts on investing & business trends. Let’s dive into today’s post.

1) Euro lag in AI: Europe is finally getting serious about AI, with French president Emmanuel Macron talking about investments worth €109 billion ($113 billion) in AI in France. However, Europe has a lot of ground to cover - its market share in most AI sectors is far too low.

2) Public cloud to keep rising higher: Amazon AWS, Microsoft Azure, and Google Cloud collectively brought over $300 Billion of revenue in 2024. Public cloud still is only 30% of enterprise workloads and is expected to be closer to 50% in 3 years. Shows how much more money there is still left to be made in the public cloud industry.

3) Americans are increasingly struggling financially: “The share of outstanding US consumer debt that’s in delinquency rose in the fourth quarter to the highest in almost five years, according to a Federal Reserve Bank of New York report⁠”

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4. Big Tech is spreading their bets in AI: Big tech, esp. Nvidia, is invested in a host of AI companies. Shows that AI industry is at a very nascent stage and winners aren’t decided yet.