Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
AI Is Holding Up Global Growth, and the IMF Sees the Risk
· 6:33
Episode AI Is Holding Up Global Growth, and the IMF Sees the Risk
Kristalina Georgieva spoke in Singapore on 7 October 2026, days before the annual meetings in Bangkok. She said AI hardware and related products account for more than a tenth of global goods trade. She named a sharp earnings disappointment as the weak point. Goldman Sachs, cited by the Atlantic Council, puts AI investment at 0.9% of world GDP in 2026, 1.3% in 2027 and 1.4% in 2028. My thesis is that global growth rests on a single spending cycle.
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