The Global Trade Effects of the AI Infrastructure Boom
Abstract
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.
Fields of Study & Subjects
Economic and Technological Innovation
Cyberloafing and Workplace Behavior
Economic Development and Digital Transformation
Publication details
- Journal / source
- FEDS Notes
- Publisher
- Board of Governors of the Federal Reserve System
- Issue
- 2026-02-13-2
- Publication date
- 1 February 2026