How AI is rewiring global trade 21 May 2026 Concentrating Power, Dependencies, and Supply Chains

2026

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AI-generated summary

1) This report analyzes how Artificial Intelligence is fundamentally reshaping global trade by concentrating power, creating new dependencies, and altering supply chains.
2) * Explores the rise of AI-driven trade, focusing on Asia's dominance in AI-enabling goods and the growing importance of data flows.
* Examines the structural dynamics of the AI trade order, including supply chain concentration, infrastructure as geopolitical power, and industrial policy.
* Discusses the challenges and opportunities for Europe in the AI race, highlighting its strategic dependencies and the need for coordinated action.
3) AI, Global Trade, Supply Chains, Geopolitics, Industrial Policy

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