AI fuels global trade growth as China-US flows shift, McKinsey finds

Apr 8, 2026

Artificial intelligence has emerged as the driving force behind global trade growth, fuelled by a surge in data-centre buildouts at a time when geopolitical tensions are redrawing trade flows, according to McKinsey & Company. Global trade grew 6.5 per cent last year, outpacing the world economy, with AI-linked goods accounting for about one-third of that increase, McKinsey’s research showed. The category – including semiconductors, graphics cards, routers and servers – has been propelled by the...

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