DHL: AI infrastructure boom outweighs tariff policy damage
· Source: dcvelocity.com
In short
A new DHL Globalization Tracker report, produced with NYU's Stern School of Business, finds that demand for AI-enabling goods such as semiconductors and data-transmission equipment is now the dominant force in global trade, offsetting headwinds from higher U.S. tariffs and geopolitical conflicts. Trade in AI-enabling goods drove 42% of goods trade growth in 2025 and rose to 76% in the first quarter of 2026. DHL forecasts global goods trade to expand by an average of 3.4% per year through 2029, well above the 2.7% rate of the previous decade.
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Tags: global trade, logistics, semiconductors, tariffs, forecasting, infrastructure