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

2026

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This report analyzes how Artificial Intelligence is fundamentally reshaping global trade by concentrating power, creating new dependencies, and altering supply chains.

* Examines the role of trade openness as a prerequisite for AI-driven productivity gains and identifies leading countries in AI adoption.
* Details the significant growth in AI-enabling goods trade, with Asia dominating exports and the US leading in imports, highlighting infrastructure gaps.
* Discusses the structural dynamics of AI trade, including supply chain concentration, infrastructure as geopolitical power, and the rise of industrial policy.

Tags: AI, global trade, supply chains, technology, geopolitics

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