AI brings both growth, risk to global economy: OECD
Summary
The OECD says artificial intelligence is boosting global growth while also creating new risks, with AI-related spending helping offset weaker business investment in many economies. The report warns that energy shortages, semiconductor bottlenecks and rising financing risks could slow AI’s benefits.
Key Points
- AI-related investment and production grew rapidly in the first half of 2026, partly offsetting the impact of the Middle East conflict on the global economy.
- The OECD projects global growth of 2.9% in 2026 and 3.0% in 2027, with AI spending continuing to support many G20 economies.
- The report warns that energy shortages, electricity bottlenecks and semiconductor constraints could hurt AI-driven growth.
- Rising security concerns and complex financing structures could increase risks around AI investment.