ChipsThe story, in brief
The AI build-out is powering global goods trade
Data centre capex is now a macro hedge against tariff shock. Here's why that matters for your AI infrastructure roadmap.
The KeyNews take
Why it matters
The AI infrastructure buildout is becoming a macroeconomic stabilizer—offsetting trade friction and reshaping how leaders think about compute capacity allocation during periods of policy volatility.
The key facts
4 to knowData centre boom masking Trump tariff economic impact
AI infrastructure investment as countercyclical economic driver
Global goods trade resilience tied to compute expansion
Published April 2026 — signals shifting role of AI capex in economic policy discussions
Go to the source
Financial Times Technologyft.com
Publisher excerpt: Data centre boom is helping to mask the impact of Trump tariffs on US and world economy