VGK Vanguard FTSE Europe ETF

Global AI investment has surpassed $1 trillion this year, and the spending boom is providing a modest boost to European growth that partially offsets the drag from higher energy costs, according to Goldman Sachs. The bank estimates global AI-related capital investment will add 0.05–0.15 percentage points to European GDP growth in 2026, with a midpoint of 0.10 points. While most AI spending remains concentrated in the U.S. and Asia, Europe is benefiting through data-center construction, AI-related exports and industrial supply chains. Goldman’s three analytical approaches produced similar estimates, with domestic data-center construction and AI-linked exports contributing roughly 0.1 percentage point to growth. The AI cycle has also lifted 2026 earnings expectations for European companies exposed to the theme by about €12 billion, equivalent to 0.05% of European GDP. $VGK $GS

$VGK i own this stock for over 10 years now, only to diversify my portfolio . one day the fackiking europeans will wake up.