Speaking during the IMF and World Bank meetings in Thailand, Georgieva described the AI build-out as a demand and investment shock that is benefiting Asian suppliers of hardware and infrastructure. Reuters reported that the IMF still expects global growth to remain around 3% amid other pressures, including energy disruption.

The IMF estimates AI could add roughly 0.5 to 1 percentage point to growth in advanced Asian economies and 0.2 to 0.8 percentage point in emerging ones. Those figures are scenarios rather than guaranteed outcomes and depend on adoption, productivity and the distribution of investment gains.

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This is an original summary, not a republication of the full report.

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