Citing external estimates, the IMF's annual report said that global investment in artificial intelligence driven by the private sector may exceed $2 trillion in 2026, making it one of the strongest drivers of economic growth in recent years. In the US, investment in technology related to artificial intelligence is estimated to increase GDP growth by 0.5 percentage points in 2025. Productivity growth in the US has accelerated in recent years. The IMF believes that this may already reflect the early impact of artificial intelligence applications to a certain extent. Asia is also in an important position in this wave of AI investment. The report points out that East Asia is an important center for global chip manufacturing and design, while Southeast Asia is using its manufacturing advantages to further enhance its position in the global value chain. However, the IMF also warned that the AI investment boom is also risky. As the scale of related investments continues to expand, some high-cost projects are increasingly dependent on debt financing. If future investment returns fall short of expectations, it may result in asset price adjustments, loss of wealth, and corporate layoffs.

Citing external estimates, the IMF's annual report said that global investment in artificial intelligence driven by the private sector may exceed $2 trillion in 2026, making it one of the strongest drivers of economic growth in recent years. In the US, investment in technology related to artificial intelligence is estimated to increase GDP growth by 0.5 percentage points in 2025. Productivity growth in the US has accelerated in recent years. The IMF believes that this may already reflect the early impact of artificial intelligence applications to a certain extent. Asia is also in an important position in this wave of AI investment. The report points out that East Asia is an important center for global chip manufacturing and design, while Southeast Asia is using its manufacturing advantages to further enhance its position in the global value chain. However, the IMF also warned that the AI investment boom is also risky. As the scale of related investments continues to expand, some high-cost projects are increasingly dependent on debt financing. If future investment returns fall short of expectations, it may result in asset price adjustments, loss of wealth, and corporate layoffs.