The Transatlantic Tilt: How Europe’s Investors Are Widening U.S. Exposure to Capture the AI Opportunity

Private-capital funding is shifting decisively toward the U.S., with AI and large-scale financings driving the concentration. Beneath the headline flows lies a widening transatlantic tilt in the availability, scale and pricing of AI opportunities.

For European investors, the move west is not a retreat from their home market. It reflects a shrinking early-stage pipeline in Europe, expanding deal supply in the U.S. and rising European valuations. European venture capital managers are looking across the Atlantic for additional opportunities, while asset owners increasingly seek faster, more direct access through co-investments. Private wealth is at the forefront of this trend, although preferences for established managers, emerging firms and new strategies differ by geography.

This webinar will explore how AI is reshaping transatlantic capital flows and what the changing opportunity set means for GPs and allocators.

What you will gain:

• Where deal supply is emerging across the U.S.-Europe AI investment corridor
• How valuations are evolving as competition and scarcity reshape the market
• Which access routes investors prefer, including fund commitments and co-investments
• How European venture capital managers, asset owners and private wealth investors are responding to the trend
• How to position for the next phase of AI investment across the U.S. and Europe

Speakers

Ilja Hauerhof

Director, New Product Development, Private Markets
S&P Global Market Intelligence

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Sean Longoria (Moderator)

Editorial Lead, Central Insights
S&P Global Market Intelligence

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Samuel Dale

Managing Editor, Private Markets
S&P Global Market Intelligence

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