Market Outlook: AI buildout drives global trade boom despite tariffs
· Source: bnnbloomberg.ca
In short
The global expansion of artificial intelligence infrastructure is significantly boosting trade flows and reshaping freight networks despite tariffs and rising freight costs. US AI-related imports have surged 60% year-over-year, led by Asia's dominance in the upstream supply chain, particularly Taiwan and China, while the US and Canada maintain strengths in R&D and innovation.
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Tags: trade, imports, AI, supply chain, data centers, innovation