AI‑related capital expenditure has accelerated sharply in recent years, according to the Federal Reserve. The United States leads globally in AI infrastructure build‑out and planned investments, followed by China, and U.S. data‑center spending alone is expected to exceed half a trillion dollars in 2025, the Federal Reserve reported. The AI boom is influencing international trade by boosting demand for critical inputs and intermediate goods needed to build data centers, and AI‑related investment has supported international trade since early 2025, with strong demand for critical components boosting exports in key supplier economies, the Federal Reserve said.

DeepSeek is developing its own AI chip, reported by CNA, and the company is widely hailed in China as the country's AI champion, also reported by CNA.

ByteDance discovered a new scaling law governing how fast artificial intelligence agents can improve by performing real‑world tasks, according to the South China Morning Post. The outlet added that the new scaling law could help prolong the AI boom, and ByteDance’s Seed AI team revealed that AI agents can double their learning speed every three months by interacting with …, as reported by the South China Morning Post.

Artificial intelligence has become a key driver of the global economic outlook, the Federal Reserve reported.