The IMF's October 2026 World Economic Outlook models three AI investment scenarios. It projects world growth of 3.1% in 2026 and 3.4% in 2027. Thailand sits in Asia's AI hardware supply chain, so a sharp market correction could hit it hard. In the scenario where supply cannot keep up, prices of advanced tech exports from non-China Asia could run 10% above baseline, and up to 40% for top exporters. The GDP figures are level changes against baseline, not annual growth rates. For a small business, this is background: watch export orders from electronics clients and component prices, and avoid over-committing if AI-linked demand slows.