AI boom lifts trade but raises financial risks – UNCTAD
The artificial intelligence (AI) boom has become a major driver of global merchandise trade, but its growing concentration in technology-related goods and investment exposes the global economy to financial risks if demand slows.
UNCTAD warned that a slowdown in demand for AI hardware could remove a major source of momentum from global merchandise trade.
AI concentration The report also highlighted the concentration of AI investment, which is dominated by spending on advanced chips and model development in 2026.
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