OECD says AI investment boom is propping up global growth but could fuel asset bubble

Summary

The OECD’s latest Economic Outlook reports that a boom in artificial intelligence investment is helping global growth hold up despite U.S. tariff shocks, with world GDP forecast at 3.2% in 2025 and 2.9% in 2026. However, the organisation cautions that exuberant expectations around AI could lead to stretched equity valuations and a sharp correction if returns disappoint, adding to broader macroeconomic and trade risks.