Observed Signal · Jan 21, 2026 · Research · Source: Trending Topics · Impact: 2/5 · Sentiment: Neutral
KPMG Study Ranks Europe Ahead of China in AI
A new study by KPMG and the AI Federal Association compares AI capabilities across the USA, Europe, and China using a Strategic AI Capability Index (SACI). The USA leads with 75.2 points, followed by Europe at 48.7 and China at 48.2. Europe's strengths lie in governance and responsible AI, while fragmentation and slow commercialization hold it back. China shows strong industrial capabilities and hardware sovereignty but faces issues with international openness and public trust. The study also outlines four future scenarios through 2040: 'Federated Future,' 'Platform Supremacy,' 'Sovereign Blocs,' and 'Algorithmic Convergence.' The report aims to inform decision-makers about AI sovereignty and strategic direction, emphasizing the need to turn AI potential into impact at scale.
The study provides a comparative analysis of AI capabilities, which is relevant to the AdTech industry as AI drives innovation in advertising technologies.
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Key Takeaways & Evidence Grounding
- USA scores 75.2 on the Strategic AI Capability Index, ahead of Europe (48.7) and China (48.2).
- Europe narrowly leads China in AI capabilities.
- The study is titled 'AI Geopolitics 2030' and was conducted by KPMG and the AI Federal Association.
- The index is based on three pillars: economy and infrastructure, strategy and governance, and research, development and skills.
- Four future scenarios for global AI architecture through 2040 are described.
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