The IMF says AI investment could lift global GDP by about 0.5% a year this decade, but benefits will concentrate in countries tied into the AI supply chain. Meanwhile, energy prices are high due to the Middle East conflict, government bond yields have risen to multi-decade highs, and interest rates are staying elevated. For a Thai SME, this is background: watch borrowing costs and energy-driven living costs, but no immediate action is needed from this article alone.