“Global GDP growth is projected to be 2.9% in 2026 (up from 2.8% in June) and 3.0% in 2027 (revised down from 3.1%), with strong investment in artificial intelligence continuing to support trade and economic growth; US growth is projected at 2.2% in 2026 and 2.1% in 2027, with strong AI-related investment offsetting slower consumer spending, and AI-related demand also lifting tech exporters such as Japan and Korea.”
The OECD flagged 'AI investment returns that fail to meet expectations' as a key downside risk to the 2027 baseline.