FT: Oxford Economics Says US Corporate Capex to Rise 40% by 2027, Over 3x Faster Than Europe on AI Race

Oxford Economics data cited by the Financial Times shows US corporate spending on equipment and facilities is set to rise 40% between 2021 and 2027 — more than three times Europe's pace — with the AI buildout as the primary driver. The gap underscores how AI capex has become the dominant force in US business investment, widening the transatlantic productivity divide.