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AI boom drives global trade growth despite tariffs, geopolitical tensions: Report

· Source: infra.economictimes.indiatimes.com

In short

Global goods trade is projected to grow 3.4 per cent annually through 2029, with AI-related demand emerging as a key driver despite tariffs and geopolitical disruptions, according to the latest DHL Globalization Tracker report. AI-enabling goods accounted for 42 per cent of global goods trade growth in 2025, rising to 76 per cent in the first quarter of 2026. The report, based on over 30 million data points, notes that global goods trade grew faster in the first half of 2026 than in any half-year over the past 15 years, excluding the Covid-19 rebound.

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In the issue of week 41, 2026: AI Moves Supply Chains From Planning Toward Execution, But Data and Capacity Set the Pace

Tags: global trade, supply chain, semiconductors, tariffs, logistics

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