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The IMF report highlights how the AI boom acts as a double-edged sword, offsetting energy cost shocks while simultaneously concentrating global growth in just 32 nations that dominate chip demand and infrastructure. This reallocation underscores the widening economic divide driven by unequal access to AI-related equipment rather than general market fluctuations. For the sector, it signals that future expansion will depend heavily on geopolitical positioning within the supply chain for critical hardware.
Just 32 countries are driving 95% of global growth as the IMF warns of an increasingly uneven economy
The IMF raised its 2026 growth forecast to 3.1%, but warned that the AI boom and soaring energy costs are widening economic divides.
The International Monetary Fund on Tuesday slightly upgraded its outlook for the world economy for this year, while warning of growing risks from rising debt, including the financial frenzy around artificial intelligence. The IMF says it expects the global economy to grow at a 3.1% pace this year. That’s up from its July forecast for 3.0% growth and well below the 3.5% expansion in 2025. Growth in 2027 should rebound to 3.4%,…
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