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According to the
Federal Reserve, artificial intelligence (AI) has become a key driver of the global economic outlook, underscored by the unprecedented scale of announced investment commitments aimed at expanding AI-related infrastructure. The AI boom is also increasingly influencing international trade by boosting demand for critical inputs and intermediate goods needed to build data centers. This surge in AI-related investment has already supported international trade since early 2025, with strong demand for critical components boosting exports in key supplier economies.
Looking ahead, AI-related trade is likely to remain an important feature of the global trade landscape as investment in AI infrastructure continues to scale.
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