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AI Fuels 6.5% Global Trade Growth, McKinsey Reports

4/9/2026

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Story summary
  • Artificial intelligence drives global trade growth, according to McKinsey & Company.
  • In 2025, global trade rose 6.5%, with AI goods contributing about one-third.
  • Leading sectors include semiconductors, graphics cards, routers, and servers, with the United States supplying half of data-center capacity.
  • Kweilin Ellingrud of McKinsey described the AI investment surge as a space race.
  • Since 2022, AI-related sectors have generated $500 billion in revenues and $11 trillion in market capitalization.