GT Voice: How Asia could benefit from AI-driven expansion of trade
· Source: globaltimes.cn
In short
Global trade grew 8.3 percent between 2023 and 2025 while global AI trade expanded 29 percent, with China, India and other Asian economies capturing much of the gain, according to IMF chief economist Silvana Tenreyro. The article argues Asia's advantage rests on a mature AI hardware supply network plus a vast demand base of over 2.8 billion consumers, making the region's rise complementary rather than zero-sum for advanced economies. Risks such as geopolitical supply chain disruption, export controls and power or computing bottlenecks could still affect the sustainability of these dividends.
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Tags: trade, supply chain, semiconductors, manufacturing, Asia, forecasting