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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