Discussion Paper
The Global Trade Effects of the AI Infrastructure Boom
Abstract: Artificial intelligence (AI) has become a key driver of the global economic outlook, underscored by the unprecedented scale of announced investment commitments aimed at expanding AI-related infrastructure. The AI boom is also increasingly influencing international trade by boosting demand for critical inputs and intermediate goods needed to build data centers.
https://doi.org/10.17016/2380-7172.3994
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https://www.federalreserve.gov/econres/notes/feds-notes/the-global-trade-effects-of-the-ai-infrastructure-boom-20260213.html
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Bibliographic Information
Provider: Board of Governors of the Federal Reserve System (U.S.)
Part of Series: FEDS Notes
Publication Date: 2026-02-13
Number: 2026-02-13-2