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There’s also a string of ethical questions AI warfare raises, mainly around the question of accountability, something Husain said the Geneva Conventions and the laws of armed conflict already require states to comply with. With AI blurring the lines between machine and human-level decision-making, he said the international community must ensure human responsibility is assigned to all actions on the battlefield.
Even without widespread productivity gains, AI is drastically reshaping capital expenditure. The “hyperscalers”—the massive tech companies providing cloud and AI infrastructure—are driving an unprecedented spending boom. Analysts have revised their 2026 capex expectations for these tech giants to an astonishing $667 billion, a 24% increase from just the start of the earnings season and representing a 62% jump compared with 2025. Goldman Sachs anticipates that this AI spending will contribute roughly 1.5 percentage points to measured capex growth this year, though its net impact on overall GDP growth will be a minimal 0.1 to 0.2 percentage points owing to a heavy reliance on imported capital goods.