Ai Investment To Keep Rising And Boost World Economy Oecd Says

OECD Secretary General Mathias Cormann declares AI investment will keep rising, driving significant productivity growth across the global economy. Information technology capex accounts for 90% of US growth in 2025, though concerns mount over overvalued AI assets and market instability. The OECD has spoken, and the message is clear: artificial intelligence investment will continue surging, driving sustained global economic growth despite mounting concerns about asset overvaluation. OECD Secretary General Mathias Cormann delivered this assessment on December 16, 2025, as information technology spending reaches unprecedented levels. Cormann's declaration comes as hard economic data validates AI's transformative impact. Information technology capital expenditure accounted for nearly 90% of US economic growth in the first half of 2025—a statistic that underscores AI's central role in modern capitalism.

This isn't speculative enthusiasm—it's institutional validation of AI's economic fundamentals. The OECD's endorsement signals that global economic policy will continue supporting AI investment despite emerging concerns about market overvaluation. Cormann's emphasis on "significant beneficial impact when it comes to productivity growth" reflects the OECD's assessment that current AI investment will reshape economic fundamentals. This productivity surge explains why companies are deploying billions in AI infrastructure despite uncertain short-term returns. Around the world, policymakers are recognising artificial intelligence’s immense potential to reshape economies, transform industries, and strengthen global competitiveness. While generative AI chatbots and image generators have captured the public’s attention, these tools are just a fraction of the sweeping economic transformation AI is poised to catalyse through increasing labour productivity, improving public...

However, realising these benefits demands not only continued technological advancement but also widespread adoption and adaptation across all sectors of the economy. History suggests that countries that gain the most from innovation are not necessarily those that invent technologies first, but rather those that deploy them most effectively. Today, nearly 70 countries have adopted national AI strategies and policies. While many are still in the early stages of translating these strategies into action, a select group are emerging as AI Pioneers, moving beyond policy blueprints to make tangible investments in AI development and... Google’s newly released report, AI Pioneers: How Countries are Seizing the AI Opportunity, delves into how leading countries are navigating this pivotal moment. The report explores how countries are accelerating AI adoption by building across the three pillars of an AI Opportunity Agenda: (1) building robust AI infrastructure; (2) developing a skilled workforce; and (3) fostering a...

Progress across all three is essential for attracting the investments needed to build the technical foundation for broad AI adoption. Mathias Cormann, Secretary General of the Organisation for Economic Co-operation and Development, said the surge in artificial intelligence investment is set to continue and deliver longer-term gains. In an interview with Bloomberg Television, Cormann stated, "We do expect that the level of investment in relation to AI will continue to increase for some time. Over the medium-to-long term we do expect a significant beneficial impact when it comes to productivity growth from the accelerating diffusion and adoption of AI across the economy." The Paris-based organization, which raised its forecasts for several major economies including the US earlier in December 2025, said at that time that tech spending is already providing support in the face of trade... Despite the positive outlook for AI, Cormann said the OECD expects global economic growth to slow to 2.9% next year from 3.2% in 2025, with the possibility that trade headwinds intensify.

"We do see quite a level of downside risks," Cormann said. "The impact of tariffs are yet to be fully felt and there is a continued level of trade uncertainty and a whole range of other structural pressures." Source: IndexBox Market Intelligence Platform Making Data-Driven Decisions to Grow Your Business The organisation warns that President Donald Trump has put US fiscal policy on an unsustainable trajectory. Global growth is holding up better than expected as an artificial intelligence (AI) investment boom helps offset some of the shock from United States tariff hikes, according to the Organisation for Economic Co-operation and...

The Paris-based organisation, however, warned on Tuesday that global growth was vulnerable to any new outbreak of trade tensions, while investor optimism about AI could trigger a stock market correction if expectations are not... In its Economic Outlook, the OECD forecast global growth would slow modestly from 3.2 percent in 2025 to 2.9 percent in 2026, leaving its forecasts untouched from its last estimates in September. It predicted a rebound to 3.1 percent in 2027. OECD head Mathias Cormann said the trade shocks triggered by US President Donald Trump’s tariff hikes had so far proved relatively mild, but added their costs were likely to rise.

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