高盛指出，尽管美国企业大力投资AI，但2025年AI对美GDP增长贡献几乎为零。原因在于大量AI硬件依赖进口，相关资本开支在GDP核算中被进口项抵消，未能直接拉动国内产出。
法国AI公司Mistral AI投资12亿欧元在瑞典建数据中心，旨在摆脱对美国云服务的依赖，构建欧洲自主的AI基础设施，强化科技主权。
马斯克警告美国国债已达38.5万亿美元，年利息超1万亿美元，若不大举投资AI与机器人技术，国家将面临破产风险。
红杉资本领投AI初创企业Anthropic新一轮融资，规模达250亿美元，使其估值跃升至3500亿美元。新加坡GIC和美国蔻图资本也参与投资，各注资15亿美元。
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