Oxford Economics: the AI boom is lifting global trade, with ~60% of US data center capex spent on imported IT gear, mainly from Taiwan, South Korea, and Vietnam (Akash Sriram/Reuters)

TechmemeSunday, November 2, 2025 at 3:40:01 AM
Oxford Economics: the AI boom is lifting global trade, with ~60% of US data center capex spent on imported IT gear, mainly from Taiwan, South Korea, and Vietnam (Akash Sriram/Reuters)
According to Oxford Economics, the ongoing AI boom is significantly boosting global trade, with around 60% of US data center capital expenditures directed towards imported IT equipment, primarily from Taiwan, South Korea, and Vietnam. This trend highlights the increasing interdependence of global markets and the vital role that these countries play in supplying essential technology for the AI sector. As businesses invest heavily in AI infrastructure, it underscores the importance of international trade relationships and the economic growth potential tied to technological advancements.
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