Morning Market Tidbits: AI’s next contenders – country dashboards

研报英文原文证据摘录

Morning Market Tidbits: AI’s next contenders – country dashboards

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Morning Market Tidbits

AI’s next contenders – country dashboards

Key takeaways 10 July 2026

Economics• US and China are well ahead in AI; we map the next layer of country contenders

United States

through Short-Term and Long-Term frameworks.

• Short-Term captures AI build-out exposure; Long-Term assesses productivity Mai Doan

CEE Economist

conversion. South Korea is the clearest contender. MLI (UK)

mai.doan@bofa.com

Rahul Bajoria

What Matters Today: South Korea is a main contender in AI. UAE is a strong policy-led case; India & ASEAN Economist

Canada, France, UAE have an energy edge BofASrahul.bajoria@bofa.comIndia

Economies in the top-left quadrant are among the strongest cross-profile contenders in our frameworks Smriti Mehra

India Economist

BofAS India

smriti.mehra@bofa.com

Claudio Irigoyen

Global Economist

BofAS

claudio.irigoyen@bofa.com

Global Economics Team

See Team Page for List of Analysts

Notes: The matrix maps countries into broad relative-positioning clusters based on the ST and LT dashboards; it does not merge the two

dashboards into a single integrated score. It should not be read as a precise league table, forecast, investment recommendation, or

estimate of the absolute economic impact of AI. Countries are classified by income according to the World Bank.

Source: BofA Global Research

BofA GLOBAL RESEARCH

AI: US, China in clear lead – who is ahead among the rest?

In the short term (ST), countries deeply embedded in supply chains serving the US and

China should benefit most. Over the longer term (LT), the advantage should shift

towards economies that can diffuse AI widely and convert adoption into economy-wide

productivity gains.