The IMF angle pulls AI out of the product-launch cycle and into the global economy. The question is no longer whether AI is exciting. It is whether investment spreads widely enough to change productivity outside the few places already winning the race.
This is the macro version of the AI story: who gets the capital, who gets the infrastructure, and who gets left consuming tools built somewhere else.
AI’s economic impact will depend on diffusion. If investment stays concentrated, the benefits, jobs, and companies will concentrate too.
The next thing to watch is whether AI investment broadens into more regions and sectors, or remains clustered around a few infrastructure-rich markets.
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