AI drives global trade as well as air cargo
· Source: aircargonews.net
In short
The rapid growth in demand for AI-related goods, led by semiconductors and data-transmission equipment, has consumed air cargo capacity out of Asia while insulating global trade from tariffs and geopolitical shocks, according to the latest DHL Globalisation Tracker. Trade in AI-enabling goods accounted for 42% of goods trade growth in 2025 and 76% in the first quarter of 2026, helping global goods trade post its fastest first-half growth in 15 years outside the Covid rebound. The report projects global goods trade to expand by an average of 3.4% per year through 2029.
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Tags: air cargo, global trade, semiconductors, supply chain, tariffs