The World Trade Organization reported on Thursday that global trade in goods is set to rise 3.9% in 2026. AI‑related hardware and materials made up 47% of that growth, even though they account for only 15% of total trade. The boost helped compensate for falling shipments of oil, natural gas and fertilizer caused by the Middle‑East conflict.
Why it matters
Businesses that supply AI hardware can expect stronger demand despite geopolitical shocks.