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IMF says AI investment is lifting growth prospects in Asia

2026-10-12 · 1 source · Economic Times Markets

In short

Kristalina Georgieva said AI infrastructure spending is helping global growth stay around 3% and is offsetting energy supply disruptions. She said Asian economies, including Thailand, could benefit from stronger hardware demand and more AI spending.

This matters because investors and policymakers are watching whether AI can support growth in Asia. The reporting does not say how much each country might gain or when that would happen.

What the reporting says

IMF Managing Director Kristalina Georgieva said artificial intelligence infrastructure investment is supporting global growth at around 3% while offsetting energy supply disruptions. The remarks pointed to Asian economies, including Thailand, as likely beneficiaries of rising hardware demand and potential AI spending gains, even as geopolitical tensions and energy market uncertainty persist. The reporting does not give a forecast by country or a timeline for the effect.

Why it matters

IMF Managing Director Kristalina Georgieva said AI infrastructure investment is helping global growth at around 3% and offsetting energy supply disruptions. She said Asian economies, including Thailand, could benefit from rising hardware demand and AI-related spending. The remarks tie the opportunity to ongoing geopolitical tensions and energy market uncertainty, but the reporting does not provide a country-level estimate or a specific policy response.

Touches: AI, Global, Markets, Economy

Sources