On re-evaluation, I think that there is going to be some slowdown on the European front, especially with the new US admin posturing forcing the EU to be more self reliant. To add to this the new conflict in Sudan might create more instability in the broader Mediterranean region, prompting more investment there.
I think that the final tally will be in the ~28-30 billion range
Why do you think you're right?
Other forecasters have already voiced the concerns I share the timeframe being too short and LLMs requiring a high degree of due diligence before approval is granted.
Why might you be wrong?
Some sort of sudden collaboration between AISI or equivalent or fast tracking of approval?