According to the International Monetary Fund, AI-related trade surged 29% between 2023 and 2025, far outpacing overall global trade growth of 8.3%. Without the AI sector, that growth would have reached only 4.6%. China and India are among the main beneficiaries of this boom, alongside the United States in AI supply chains. AI investment is helping sustain global growth at around 3% for 2026, with India seeing its growth forecast raised to 7%. The IMF, however, warns about risks linked to supply chain concentration, citing a potential market correction and cybersecurity threats.
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