AI, a new strategic driver for emerging economies

AI, a new strategic driver for emerging economies

From Macro Waves by BNP Paribas Economic Research

April 3, 2026 · 12 min

About this episode

This episode explores how artificial intelligence is influencing growth in emerging economies with insights from BNP Paribas economists.

In this new episode of MacroWaves, we examine how artificial intelligence is reshaping growth in emerging economies. We hear from three economists at BNP Paribas Economic Research: Lucas Plé, Christine Peltier, and Hélène Drouot. While Asia dominates semiconductor production, other countries, such as those in Latin America and Africa, are either exploiting their mineral resources or falling behind. What challenges will they face? The answers lie in moving upmarket, securing energy supplies and avoiding increased geopolitical dependence in order to transform this opportunity into sustainable productivity gains. https://economic-research.bnpparibas.com/Home/en-US Hosted on Ausha. See ausha.co/privacy-policy for more information.

People in this episode

Guests: Lucas Plé, Christine Peltier, Hélène Drouot

Topics covered

  • artificial intelligence
  • emerging economies
  • economic growth
  • geopolitical dependence
  • sustainable productivity

Keywords

  • AI
  • emerging economies
  • economic growth
  • semiconductor production
  • geopolitical challenges

Mentioned in this episode

Organizations: BNP Paribas Economic Research

Places: Asia, Latin America, Africa

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