AI boom lifts China, India as global trade growth accelerates, IMF says

IMF chief economist Silvana Tenreyro reported that AI-driven demand significantly boosted global trade growth, especially benefiting China and India, with AI trade growing 29% from 2023 to 2025. The IMF warns of risks from concentrated AI supply chains, high debt, and potential financial instability, while noting that sustained AI productivity gains could reduce inflationary pressures.