AI Takes Centre Stage in Global Trade as DHL Forecasts Stronger Growth Through 2029
· Source: cbnme.com
In short
DHL's latest Globalization Tracker, published with NYU Stern's School of Business, finds that demand for AI infrastructure has become the dominant driver of world trade, outweighing tariffs and geopolitical shocks. International goods trade is now forecast to grow 3.4% annually through 2029, up from 2.7% in the previous decade, with AI-enabling goods accounting for 76% of trade growth in Q1 2026. The report also notes record globalisation at 25.8% and a sharp decline in direct US–China trade ties that has not fragmented the wider global economy.
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Tags: global trade, logistics, supply chain, AI infrastructure, globalization, forecasting