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- He Weiwen links AI investment boom to faster global trade growth
In an authorized Barron's article republished by TMTPost, China International Trade Society council member He Weiwen argues that booming AI investment and trade in related technology products are driving stronger Chinese and global trade growth, a dynamic he says cannot be explained by industrial overcapacity alone. He cites faster import growth for AI-related IT products and shifting regional balances, including large Chinese surpluses with the US and EU but an approximately balanced overall position with RCEP members. The article also cites WTO trade-outlook figures and regional export data to support its interpretation of AI-related supply chains.
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