米国を中心としたAI投資ブームはトランプ関税ショックを受けた世界経済の救世主となりましたが、その持続性を巡る懸念は高まっています。今後のAI普及ペースに加え、それが経済全体の生産性をどの程度高めるかについても大きな不確実性があります。 また、AIによる労働代替は雇用を脅かしているのではないのか、次期FRB議長に指名されたウォーシュ氏が重視するAIのディスインフレ効果は利下げを正当化するのかなど、AIとマクロ経済を巡る議論は盛り上がる一方です。米国を中心としたAI投資ブームはトランプ関税ショックを受けた世界経済の救世主となりましたが、その持続性を巡る懸念は高まっています。今後のAI普及ペースに加え、それが経済全体の生産性をどの程度高めるかについても大きな不確実性があります。
AI and automation
Understand how the evolution of AI, industrial automation, the Internet of Things (IoT) and robotics will affect the economy, financial markets and your business.
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Recent developments such as rising US isolationism and the AI investment boom could materially change long-term growth prospects. In this...
Navigate long-term uncertainty and assess key risks shaping the business environment.
Consulting ReportWhitepaper
Asia remains one of the world’s most dynamic growth regions—but the forces shaping business outcomes are changing.
Today, Asia sits second in global data centre market share, behind North America, and the growth in capacity is set...
Consulting Report
The first KPMG Strategic AI Capability Index (SACI) provides a comparative, evidence-based assessment of how the world’s leading regions in...
We assess how China’s manufacturing resilience and the AI boom are reshaping regional supply chains. Despite US tariffs, overseas market...
As heads of state at the World Economic Forum in Davos last Tuesday focused on geopolitics, business leaders at the...
Research Briefing
AI-related investment is unlikely to be a near-term driver of GDP growth in the EU, unlike the US where it...
Explore global IT spending forecasts powered by economic and industry models. Gain accurate insight into enterprise tech investment across 35...
Gulf cities are betting big on AI. With billions of dollars in planned investment and megawatts of capacity in the...
Webinar
US data center investment is accelerating at an unprecedented pace, driven by rapid growth in cloud computing and AI. Yet...
In this interactive webinar, our economics experts from around the world will cover our latest insights on the impact of...
Research Briefing
We have upgraded our outlook for business investment and productivity in Japan following the December transition to 2020 as the...
Research Briefing
AI is increasingly blamed for job losses, yet the data tells a more complex story. Are workers truly being replaced...
Research Briefing
AI adoption and cloud demand are driving unprecedented data centre expansion. What risks and bottlenecks could slow the growth?
Webinar
Industrial activity in the UK faces numerous economic crosscurrents at home and overseas. Tariff headwinds have begun to mount, but...
Consulting Report
This report provides the first look into the growing market of flexible earning opportunities providing human input and oversight into...
Discover how Germany’s M&A landscape is evolving – with a focus on growth, AI and post-merger value creation.
Consulting Report
This report highlights the critical role silver plays in data centres and artificial intelligence (AI), automotive and electric vehicles (EVs),...
