IMF: Global AI Investment Could Surpass $2 Trillion This Year

The International Monetary Fund (IMF) has released its latest annual report, citing external estimates that privately-led global artificial intelligence (AI) investment could surpass $2 trillion this year, becoming one of the most powerful drivers of recent economic growth.

The IMF notes that technology investments related to AI are expected to boost the U.S. GDP growth rate by 0.5 percentage points in 2025. Moreover, the recent acceleration in U.S. productivity growth partly reflects the early positive impacts of AI adoption.

However, the IMF also issued a warning, highlighting underlying concerns behind the AI investment boom. As the scale of related infrastructure and projects continues to expand, an increasing number of high-cost investments are becoming reliant on debt financing.

If future returns fail to meet expectations, this could trigger a chain reaction of significant asset valuation adjustments, wealth contraction, and corporate layoffs.