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The Global Trade Effects of the AI Infrastructure Boom

François de Soyres, Alex Haag, Mike Liu and Eva Van Leemput

No 2026-02-13-2, FEDS Notes from Board of Governors of the Federal Reserve System (U.S.)

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.

Date: 2026-02-13
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Persistent link: https://EconPapers.repec.org/RePEc:fip:fedgfn:102801

DOI: 10.17016/2380-7172.3994

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