The economics of AI
Explore how AI is reshaping the global economy, from productivity and labour markets to investment, infrastructure, and risk.
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Artificial intelligence (AI) is reshaping the global economy and the business landscape. At Oxford Economics, we combine proprietary economic models with insights from over 450 experts to deliver quantitative analysis of the economic and business impact of AI. We can help you understand what AI means for growth, investment priorities, workforce dynamics, and your competitive positioning.
Latest AI research and insights
Explore our latest research and reports across three key areas: AI’s economic impact, business adoption and risk, and the infrastructure powering AI.
How will AI reshape productivity, growth, and jobs?
The potential for AI to boost productivity growth is generating both excitement and concern. Optimists point to advances in AI as a catalyst for stronger economic growth. Others fear that large productivity gains from AI will lead to huge disruption to labour markets and work patterns, with knock-on effects into real estate and consumer services.
Our analysis goes beyond the headlines to quantify these effects. Drawing on robust economic modelling and data evidence, we assess the impact of AI on the economy, including its influence on productivity, employment and long-term growth.
How we help
Our subscription services incorporate analysis of AI, alongside other critical global trends, into the forecasts, scenarios, and thematic research you can use to monitor the global economy. This helps you assess how AI may shape outcomes across countries, industries, cities and regions, as well as corporate spending, and where you need to position your business to take advantage.
Our economists can also provide bespoke modelling and analysis to quantify AI’s potential impact on growth, employment and investment both within industries and across regions. Our suite of expertise and data provides a level of understanding and capability very few companies can replicate.
Connect with us to see how we can support you today.
Whether AI is likely to act as a tailwind or a headwind for your outlook and investment strategy depends on where you sit. We help you assess the opportunities and risks AI adoption is likely to throw-up to help you navigate the uncertainty and plan with confidence.
Contact usFrom AI value creation to governance
AI adoption is accelerating, but many organisations remain in the early stages of experimentation and are still assessing its implications. We help organisations understand the industry trends and how competitive advantage is emerging, while highlighting the evolving risks around workforce disruption, regulation and ethics.
We work with leading organisations to develop high-impact reports on AI trends and AI strategy, identifying best practices and emerging opportunities to strengthen their AI thought leadership grounded in evidence.
How we help
We partner with leading organisations to design and deliver original, evidence-based research programmes on AI adoption, strategy, and risk. Our approach combines large-scale executive and consumer surveys, in-depth interviews, and econometric analysis to produce insights that go beyond opinion and stand up to scrutiny.
Recent programmes include collaborations with organisations such as Adobe, SAP, Cognizant, EY, KPMG, Zebra Technologies, and PwC, covering themes including AI readiness, governance, workforce transformation, geopolitical competitiveness, and enterprise value creation.
Book a discussion with our experts today.
If you are looking to strengthen your AI thought leadership with robust, independent research – or need a clearer view of how AI adoption is reshaping your sector – our teams can design a programme tailored to your objectives.
Book a discussionThe hidden infrastructure and investment behind AI growth
AI’s rapid expansion depends on a complex and evolving global infrastructure that includes data centers, cloud computing networks, hardware and software developers, and energy systems. As demand for AI accelerates, so too does the need for investment in capacity, alongside growing demand on global energy systems and supply chains.
We provide actionable insight into these underlying dynamics, helping you understand where constraints may emerge, how investment will evolve, and where opportunities are likely to arise across the AI value chain. This includes leveraging our place-based and industrial expertise to highlighting which places and industries are seeing the main developments.
How we help
We provide analysis across the full AI infrastructure value chain, from semiconductor supply and data centre construction to energy demand and grid capacity. These insights are embedded within our syndicated services, alongside national, sectoral, and subnational forecasts, including data centre outlooks within our construction and industry coverage.
In addition, we have supported clients including technology companies, energy market participants, and industry bodies in quantifying the economic contribution of data centres and related infrastructure.
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If you need to understand what AI-driven investment means for a specific market, region, or supply chain – or communicate that impact to stakeholders – we can help you build the evidence.
Contact us todayWhy Oxford Economics for AI research
Integrated models that connect the full picture
Our strength lies in linking the global economy across multiple dimensions. Our forecasting infrastructure connects countries, sectors, and local markets through key economic relationships. This integrated framework allows us to assess how AI-related changes ripple across economies, providing you with the full picture.
Independence that stands up to scrutiny
Our work is produced independently, powered by proprietary models and the expertise of our award-winning experts. This is why it is trusted by central banks, regulators, multilateral institutions, and the world’s largest investors. When your AI analysis needs to support high-stakes decisions, our work stands up to scrutiny.
Deep AI subject matter expertise
We have been quantifying the economic impact of technology and automation for many years. Our work spans AI forecasting, AI readiness indices, AI-driven labour market disruption, adoption trends, and data centre investment and energy demand. We have also delivered AI thought leadership programmes for some of the world’s most recognised brands. The economics of AI is not a new topic for us. It is one of the areas where our work is well established and where we continue to be at the forefront of research.
Flexible ways to work with us
We offer a range of ways to support your objectives, from subscription-based forecasts that incorporate AI analysis, to bespoke research programmes under your brand, independent economic impact assessments, and scenario modelling and consulting support. We work with you to define the right approach for your needs.
How we can support you?
Whether you are assessing the economic impact of AI, exploring AI investment trends or strengthening your thought leadership on artificial intelligence, our team can help.
Speak to our experts to explore how Oxford Economics can support your objectives. Fill in the form and we will be in touch to arrange a discussion.
