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Follow on Google News | ![]() Edman Investments Limited Highlights Exceptional AI gains Across Global Markets in 2025Edman Investments Limited, a HK-based investment advisory firm specializing in technological trends, today released its insightful mid-year report spotlighting the remarkable progress of artificial intelligence in 2025
Key Drivers of AI Growth 1. European Sovereign AI Surge Nvidia's "sovereign AI" push is gaining momentum across Europe, supported by a £1 billion UK computing pledge and partnerships with Deutsche Telekom and French startup Mistral. These initiatives, backed by EU leaders and major telecoms, are reshaping national AI capabilities— 2. Explosion in AI Infrastructure Capex Bank of America reports that hyperscaler spending on AI infrastructure could reach $414 billion in 2025, while corporate AI investment topped $252 billion in 2024—a surge driven by growing enterprise demand. 3. Global Build-Out of Data Centers Visionary projects are underway: Brookfield plans a $10 billion AI data center in Sweden. AWS invests billions in the U.S. and Australia; and Nvidia aims for 200+ European AI factories, with each "gigafactory" 4. Venture Capital & Startup Momentum Europe's AI startup funding surged by 55% year-over-year in Q1, led by the UK, France, and Germany—evidencing a robust ecosystem alongside sovereign AI efforts. 5. Workforce Shifts and Productivity Gains AI-linked job roles are growing 66% faster than other tech roles, with salaries 56% higher—highlighting both skills demand and workforce transformation. Edman's Strategic Insights
Focus on companies supplying data centers, GPU systems, and AI stacks—particularly those tied to sovereign AI buildouts.
Target exposure to late-stage European AI startups benefiting from increased VC and sovereign funding.
Look for providers of AI-skilling platforms, up-skilling tools, and enterprise AI services.
Monitor energy constraints, project execution delays, and regulatory constraints with AI infrastructure and data sovereignty. Our Company For over four decades, we have been dedicated to providing top-tier investment management services, delivering exceptional value and fostering long-term relationships with our clients. Edman Investments Limited has built a reputation for excellence and reliability in the world of finance. Edman Investments Limited may also be reached by visiting their website at https://edmanil.com. This is an extra way of communication. Claire Lee-Chui Marketing Head info@edmanil.com +85258050831 8F Kowloon Centre 29-39 Ashley Road, Kowloon, HK End
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