Global Economic Viewpoint: AI Matters #4: AI’s next contenders – country dashboards

研报英文原文证据摘录

Global Economic Viewpoint: AI Matters #4: AI’s next contenders – country dashboards

strategy, though geopolitics is a risk. Other strong cross-phase contenders include Rahul Bajoria

Canada, France, Israel, Germany, the Netherlands, Singapore, Switzerland and the UK. India & ASEAN Economist BofAS India

Build-out beneficiaries: strong start, less certain finish rahul.bajoria@bofa.comSmriti Mehra

Taiwan is critical to semiconductors, Australia benefits from resources, and Japan has India Economist

BofAS India

hardware and data-centre relevance. Their challenge is converting early advantages into smriti.mehra@bofa.com

broader productivity, given diffusion/adaptability/energy/demographic constraints. Claudio Irigoyen

Global Economist

BofASLT challengers: adoption and policy could close the gap claudio.irigoyen@bofa.com

India is the clearest middle-income diffusion contender, but its labour-market exposure

Carlos Capistran

remains a constraint. Saudi Arabia is emerging as a policy-led challenger, supported by LatAm and Canada Economist

its energy depth and sovereign compute ambitions, though execution remains a key risk. BofAS

Stephen Juneau

Relative laggards: higher policy push needed USBofASEconomist

The Philippines has limited build-out exposure and faces labour-market disruption risks. Ruben Segura-Cayuela

Longer term, weaker positioning is concentrated in CEE/the euro-area periphery, where Europe Economist

lower diffusion and adaptability could make productivity conversion harder. The way to BofA Europe (Madrid)

offset this is via policy: skills, digital infrastructure, business and labour adaptability. Nick Stenner, CFA Australia & NZ Economist

Energy edge favours Canada, France, UAE across phases Merrillnick.stenner@bofa.comLynch (Australia)