Report: Global trade in AI-related products rose 21.9% year on year in 2025
BIBIBI
AT A GLANCE
According to data relayed by CCTV Finance, global trade in AI-related products reached 4.18 trillion USD in 2025, while investment in AI hardware, models, and computing power continued to expand.
Article
2025 global trade in AI-related products reached 4.18 trillion USD, up 21.9% year on year.
PANews, September 23 — According to CCTV Finance, with the rapid evolution of artificial intelligence and Agent capabilities, a range of “wearable” AI hardware products are accelerating into the consumer market and becoming new industry offerings. At the exhibition hall of the Yunqi Conference in Hangzhou, Zhejiang, reporters saw that from AI glasses to AI DIY devices that users can assemble themselves, many AI hardware products no longer rely solely on smartphones. Instead, they synchronize surrounding user data such as voice and images to the Agent in real time, allowing the Agent to autonomously break down tasks and complete their execution. Data shows that global trade in AI-related products reached 4.18 trillion USD in 2025, up 21.9% year on year. Global investment in AI infrastructure continues to increase, while Chinese technology companies are making new moves in AI hardware, large models, and underlying computing power.
Global trade in AI-related products reached 4.18 trillion USD in 2025, up 21.9% year on year.
02
PANews, September 23 — According to CCTV Finance, with the rapid evolution of artificial intelligence and Agent capabilities, a range of “wearable” AI hardware products are accelerating into the consumer market and becoming new industry offerings. At the exhibition hall of the Yunqi Conference in Hangzhou, Zhejiang, reporters saw that from AI glasses to AI DIY devices that users can assemble themselves, many AI hardware products no longer rely solely on smartphones. Instead, they synchronize surrounding user data such as voice and images to the Agent in real time, allowing the Agent to autonomously break down tasks and complete their execution. Data shows that global trade in AI-related products reached 4.18 trillion USD in 2025, up 21.9% year on year. Global investment in AI infrastructure continues to increase, while Chinese technology companies are making new moves in AI hardware, large models, and underlying computing power.
The following is analysis, separate from reported facts. Verify important claims independently.
A-share AI hardware and computing-power supply chain: Growth in trade in AI-related products and increased infrastructure investment indicate that industry demand continues to expand, which may improve the medium- to long-term business outlook for related companies; however, the report provides no company order or earnings data. US stock AI hardware and computing-power supply chain: The growth in global AI product trade provides moderate support for demand for chips, servers, and terminal devices, but the data is a retrospective review of 2025 and offers limited incremental guidance for specific companies.
Why it matters to readers
The source does not identify the statistical institution or methodology, and the data is primarily historical trade data, offering limited direct and immediate impact for assets on the watchlist.
Focus: A-share AI hardware and computing-power supply chain. Observation period: medium to long term. Focus: US stock AI hardware and computing-power supply chain. Observation period: medium to long term.
Risks and unknowns
Disclosure by CCTV Finance or statistical institutions of the data source, statistical methodology, and regional composition
Subsequent AI capital expenditure and hardware order guidance from major technology companies
Actual shipment volumes and commercialization progress of terminal products such as AI glasses
Counterfactual condition for the impact assessment of the A-share AI hardware and computing-power supply chain: Subsequent authoritative statistics revise down the relevant data, or AI infrastructure investment and hardware demand slow markedly.
Related Developments
Loading event timeline…
Counterfactual condition for the impact assessment of the US stock AI hardware and computing-power supply chain: AI capital expenditure declines, terminal demand falls short of expectations, or the relevant trade data is revised.
