{"id":5792,"date":"2026-10-14T13:00:00","date_gmt":"2026-10-14T10:00:00","guid":{"rendered":"https:\/\/bricsmagazine.com\/en\/?p=5792"},"modified":"2026-10-13T20:55:13","modified_gmt":"2026-10-13T17:55:13","slug":"ai-impact-global-trade","status":"publish","type":"post","link":"https:\/\/bricsmagazine.com\/en\/main-issue\/agenda\/brics-plus-news\/ai-impact-global-trade\/","title":{"rendered":"Global trade has accelerated thanks to AI"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The artificial intelligence boom has become one of the main factors supporting the global economy, and <strong>China and India have emerged among the countries benefiting from it the most<\/strong>. The International Monetary Fund <a href=\"https:\/\/www.reuters.com\/world\/asia-pacific\/ai-boom-bolstered-growth-global-trade-benefiting-china-india-imf-says-2026-10-13\/\" target=\"_blank\" rel=\"noreferrer noopener\">raised its growth forecast<\/a> for the global economy in 2026 from 3% to <strong>3.1%<\/strong>, despite high energy prices and geopolitical risks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The scale of AI&#8217;s impact is particularly evident in trade. From 2023 to 2025, global trade grew by <strong>8.3%<\/strong>, while trade in artificial intelligence-related goods and services surged by <strong>29%<\/strong>. Without this segment, overall trade growth would have amounted to just <strong>4.6%<\/strong>, IMF Chief Economist Silvana Tenreyro stated at the annual meeting of the Fund and the World Bank in Bangkok.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The largest BRICS economies have become some of the main beneficiaries of this effect. <strong>According to IMF forecasts, India in 2026<\/strong> <a href=\"https:\/\/www.telegraphindia.com\/amp\/world\/imf-raises-global-growth-forecast-as-ai-boom-lifts-india-and-china-warns-of-slowdown-in-2027\/cid\/2184479\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>will grow by 7%<\/strong><\/a> <strong>and will remain the fastest-growing major economy in the world. China \u2013 by 4.5%.<\/strong> By comparison, the global economy will expand by 3.1%, the US by 2.3%, and the eurozone by about 1.1%.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">China occupies a central place in the emerging AI economy as both a producer and a major consumer of technological equipment. According to IMF estimates, <strong>the United States and China together account for more than three-quarters of net global demand for imports of microchips and other AI equipment<\/strong>. It is precisely this concentration of demand and production in a limited number of countries that largely determines today where global growth is being redistributed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">India is gaining a different kind of advantage: strong domestic momentum is combined with a growing technology sector and expanding AI-related demand. The IMF has raised its estimate of India&#8217;s growth to 7%, although a year earlier the economy grew by 7.7%.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, far from everyone is a winner. According to IMF estimates, now only <strong>32 countries account for 95% of global economic growth<\/strong>, whereas as recently as this spring there were 54 such countries. The Fund attributes the widening gap, among other things, to how deeply a given country&#8217;s economy is integrated into AI value chains and how heavily it depends on expensive imported energy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, the IMF also warns of risks. If the current massive investments in AI do not lead to a comparable increase in productivity, the effect on the economy will be weaker and inflationary pressure higher. A sharp reassessment of the profitability of AI projects could trigger a market correction and hit investment, while the high concentration of supply chains makes the global technology market more vulnerable to disruptions.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>China and India are the winners, according to a new IMF forecast<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1042,3],"tags":[],"country":[],"authors":[],"class_list":["post-5792","post","type-post","status-publish","format-standard","hentry","category-brics-plus-news","category-main-issue"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>AI Impact on Global Trade: China and India Benefit - BRICS Business Magazine - EN<\/title>\n<meta name=\"description\" content=\"The IMF raised its 2026 global growth forecast to 3.1%, citing the AI boom as a key driver of trade and economic growth in China and India\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"http:\/\/bricsmagazine.com\/en\/main-issue\/agenda\/brics-plus-news\/ai-impact-global-trade\/\" \/>\n<meta property=\"og:locale\" content=\"ru_RU\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AI Impact on Global Trade: China and India Benefit - 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