ZAWYA: AI boom has become a powerful driver of global trade, says report
· Source: tradingview.com
In short
The latest DHL Globalization Tracker, published with NYU Stern, finds that demand for AI infrastructure goods such as semiconductors and data-transmission equipment is now the dominant force behind global trade growth, with AI-enabling goods accounting for 76% of goods trade growth in Q1 2026. Despite US tariffs at multi-decade highs and disruption from the Iran war and the closure of the Strait of Hormuz, global goods trade grew faster than in any half-year of the past 15 years and is projected to expand 3.4% per year through 2029. The report also notes record globalisation levels and a sharp but narrowly-contained US–China decoupling.
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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: logistics, global trade, semiconductors, supply chain, forecasting, automation