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WTO Lifts Merchandise Trade Forecast as AI Infrastructure Boom Drives Global Commerce

  • Foundation Models
  • Infra & Chips

The World Trade Organization raised its forecast for global merchandise trade growth to 3.9% in 2026, nearly doubling its March prediction, as a surge in artificial intelligence infrastructure investment overwhelmed disruptions from regional conflicts. The upgraded projection, announced in October 2026, reflects a dramatic shift in trade dynamics driven primarily by semiconductor and server demand from hyperscale AI data centers.

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