Lens
Gradual: Broad automation and transformative growth · AGI ~2040
Growth as of

· Europe · Gradual lens

Europe

High adoption with limited frontier capability. 39 countries, 592 million people and $27.3T of GDP in 2025, seen through the Gradual scenario.

Growth · from 2040
10.5%
GDP-weighted · rank 5 of 11
Average index
60.3
world average 54.9
GDP 2045 vs no-AI
×2.2
sum of the country paths
Best positioned
United Kingdom
12.8% a year · 29 of 39 above the world median (6.9%)

The 2060 outlook

Europe contains the largest cluster of High-trust diffusers, with strong institutions, skills and measured adoption. It has much less frontier capability. The continent hosts about 8% of tracked training compute, approximately one-tenth of the US share, and none of the leading laboratories. Access therefore depends on continued inclusion in the US alliance system and on open-weight models remaining available close to the frontier. Neither condition is guaranteed over twenty years. Building sovereign European capability faces high energy prices, slow permitting and aging workforces. The United Kingdom and Ireland lead in adoption; Central Europe has substantial manufacturing capacity; the Balkans and Moldova have weaker institutions; and Ukraine remains a war economy. Few European elites, pension systems or public finances are levered to AI paying off, while rightsholders, professional bodies and unions remain well organized; that weakens the coalition for deployment. Europe’s main exposure is the difference between adopting frontier AI and owning the capability that supplies it.

Where the region falls

Every country in the world on one growth axis, Europe’s in color with its GDP-weighted average marked, one row per scenario (post-AGI rates; for Modest, the peak). Hover a dot for the country; click to open it.

-5%5%15%25%Modestpeak rates, 203539 countries · rank 9/111.9%GDP-weightedGradualrates from 204039 countries · rank 5/1110.5%GDP-weightedFastrates from 203039 countries · rank 4/1118.5%GDP-weighted
Europe rest of the world region, GDP-weighted average world median country
Reading the numbers. Under Gradual, Europe’s 39 countries grow from 2040 at between 3% (Ukraine) and 12.8% (United Kingdom) a year; the middle half of them sit between 6.9% and 10.5%. Weighted by GDP, the region grows 10.5% from 2040, rank 5 of 11, and its 2045 economy is 2.2 times what it would be without AI. The most common archetype is High-trust diffusers, with 23 of its 39 countries. For comparison, from 2040: United States at 14.9%, China at 13.9%, Malaysia (upper middle-income) at 12.3%; Europe’s GDP-weighted 10.5% trails all of them.

Factor profile

The region’s average score on the nine complements against the world average (1–5).

ComputeGeopoliticsDiffusionLanguageBuildCatch-upDemographicsCyberClimate
EuropeWorld average

Strengths, gaps and levers

Relative to the world average, and weighted by how much the Gradual lens counts each factor.

Strongest: Cyber Resilience (4.2 vs 3.0) · Climate & Environmental Resilience (4.1 vs 3.0).

Weakest: Demographics & Migration (1.9 vs 3.0) · Catch-up Headroom (2.0 vs 3.0).

Compute & Energy Accessscore 1.8 · weight 15%

Fast-track grid interconnection and new generation (incl. nuclear, gas, renewables + storage).

Demographics & Migrationscore 1.9 · weight 11%

Skilled-migration and talent-attraction visas.

Physical Build Speedscore 3.1 · weight 11%

Reform permitting: statutory shot clocks, one-stop approvals, limits on litigation delay.

These are the three factors, among those a government can move, where a higher regional score would lift the index most under Gradual, ranked by (5 − score) × weight. Catch-up headroom and language coverage are left out as structural. Test the effect for any country in the .

The countries

Ranked by growth under Gradual (click Modest, Gradual or Fast to rank by that scenario; for Modest, its 2035 peak), GDP in 2045 against the no-AI path, and the pre-AI trend. Click a column to re-sort, a country for its profile and brief.

CountryArchetypeIncome groupIndex · rankModestGradual ▾Fast×2045Trend
United KingdomHigh-trust diffusersHigh74.3#41.8%12.8%21.5%×2.71.4%
IrelandHigh-trust diffusersHigh72.5#64.7%12.8%20.9%×2.14.3%
SwedenHigh-trust diffusersHigh71.1#101.9%11.6%19.9%×2.41.5%
NetherlandsSupply chain chokepointsHigh70.3#132.3%11.5%19.4%×2.31.9%
SwitzerlandHigh-trust diffusersHigh69.8#162.3%11.3%20.0%×2.31.9%
GermanyHigh-trust diffusersHigh70.3#141.2%11.2%21.0%×2.50.8%
NorwayHigh-trust diffusersHigh69.8#152.0%11.2%18.7%×2.31.6%
FinlandHigh-trust diffusersHigh69.5#171.3%10.9%19.1%×2.40.9%
FranceHigh-trust diffusersHigh68.7#181.5%10.7%20.1%×2.31.2%
IcelandHigh-trust diffusersHigh67.3#233.2%10.7%15.3%×1.992.8%
DenmarkHigh-trust diffusersHigh67.3#222.6%10.5%17.4%×2.12.2%
BelgiumHigh-trust diffusersHigh66.6#241.9%10.0%17.4%×2.11.6%
PolandHigh-trust diffusersHigh64.0#333.9%10.0%16.2%×1.753.6%
AustriaHigh-trust diffusersHigh66.2#261.5%9.8%16.7%×2.11.2%
SpainHigh-trust diffusersHigh64.4#322.4%9.5%16.7%×1.922.1%
RomaniaFast-build capital hubsHigh60.8#463.3%8.8%14.7%×1.673.0%
ItalyHigh-trust diffusersHigh63.5#361.4%8.7%16.6%×1.971.1%
LuxembourgHigh-trust diffusersHigh62.7#402.0%8.7%11.2%×1.861.7%
HungaryHigh-trust diffusersHigh61.3#452.8%8.7%13.5%×1.732.5%
Czech RepublicHigh-trust diffusersHigh61.7#422.3%8.5%13.9%×1.782.0%
EstoniaHigh-trust diffusersHigh60.7#472.1%8.1%11.7%×1.751.8%
PortugalHigh-trust diffusersHigh59.7#502.6%8.0%13.0%×1.662.3%
CyprusHigh-trust diffusersHigh53.1#825.5%7.9%7.6%×1.255.3%
CroatiaFast-build capital hubsHigh56.4#633.7%7.8%11.3%×1.463.5%
MaltaHigh-trust diffusersHigh51.5#926.4%7.6%7.7%×1.136.2%
LithuaniaOffshoring destinationsHigh56.2#643.4%7.5%10.5%×1.463.2%
SlovakiaOffshoring destinationsHigh58.1#542.2%7.4%10.6%×1.622.0%
SloveniaHigh-trust diffusersHigh56.6#613.0%7.4%10.2%×1.502.8%
SerbiaFast-build capital hubsUpper middle54.2#723.6%7.1%9.7%×1.393.4%
AlbaniaTourism and diaspora economiesUpper middle53.1#813.7%6.9%8.8%×1.353.5%
LatviaOffshoring destinationsHigh56.9#591.9%6.8%9.5%×1.581.7%
BulgariaOffshoring destinationsHigh52.5#883.0%6.3%9.4%×1.352.9%
KosovoTourism and diaspora economiesUpper middle48.3#1094.1%6.0%5.1%×1.194.0%
MontenegroTourism and diaspora economiesUpper middle48.8#1053.5%5.7%6.1%×1.233.4%
GreeceSheltered economiesHigh52.6#861.9%5.4%7.8%×1.391.7%
North MacedoniaOffshoring destinationsUpper middle48.3#1072.3%4.6%5.6%×1.242.2%
Bosnia & HerzegovinaOffshoring destinationsUpper middle46.2#1263.0%4.6%5.7%×1.162.9%
MoldovaTourism and diaspora economiesUpper middle46.1#1282.2%3.9%4.6%×1.182.1%
UkraineHigh-risk/volatileUpper middle48.9#104-0.6%3.0%3.5%×1.41-0.7%

Europe to 2060, against the other regions

GDP per person under Gradual: Europe in color, the other ten regions in gray (hover to name them), and Europe’s no-AI path dashed. Log scale, so a constant growth rate is a straight line and the change at the AGI year is visible. Transitional paths, not steady-state forecasts: compare timing and gaps rather than the 2060 levels.

$1k$10k$100k$1.0M$10.0M20252030203520402045205020552060AGI 2040
North AmericaEast AsiaOceaniaSouth AsiaSoutheast AsiaMENALatin AmericaEurasiaSub-Saharan AfricaCaribbeanEurope · Gradualdashed = no AI

Europe among the regions

All eleven regions ranked by GDP-weighted growth from 2040 under Gradual, with the other two lenses as ticks. Click another region to open it.

0%5%10%15%20%25%30%North America2 countries · $33.1T14.9%East Asia7 countries · $27.2T13.1%Oceania5 countries · $2.1T12.3%South Asia6 countries · $5.0T10.8%Europe39 countries · $27.3T10.5%Southeast Asia11 countries · $4.3T10.2%MENA14 countries · $5.8T9.3%Latin America20 countries · $6.9T8.3%Eurasia8 countries · $3.2T7.1%Sub-Saharan Africa40 countries · $2.1T5.7%Caribbean5 countries · $105B3.0%
Gradual · GDP-weighted growth rates from 2040 Modest · peak rates, 2035 Fast · rates from 2030hover for values · click a region to open it