AI investment boost and global stability
In recent weeks, there has been an escalation in the trade war between the United States and Canada, alongside U.S. President Donald Trump’s intensified stance against Iran. Bond yields have also risen, raising concerns about increased borrowing costs worldwide. Despite these shocks, the global economy continues to surprisingly remain steady, with oil prices falling below $90 per barrel and stock markets reaching record highs, supporting the economic activity of developed nations throughout the summer. This positive performance is mainly driven by the momentum of the artificial intelligence boom, which is fueling broad investments and pushing Asian exports to record levels—contributing to global growth despite geopolitical tensions and the closure of the Strait of Hormuz. The International Monetary Fund has also noted that this state of equilibrium results from an interaction between a negative supply shock in the Middle East and positive demand driven by artificial intelligence. AI is a key driver of the global economy’s growth, significantly boosting Asian exports and reinforcing economic resilience due to large oil reserves, energy efficiency, and government support. However, questions remain about how sustainable this growth is, as experts warn of the risk of a tech stock bubble and overly dependent Asian economies on exports, alongside concerns about potential tightening of the growth base and a possible decline in AI demand in the future.
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