World Bank Lifts Vietnam's 2026 Growth Forecast to 7.4% on AI Hardware Boom

The World Bank raised Vietnam's 2026 growth forecast by 1.1 percentage points to 7.4%, citing surging global investment in AI hardware. Computers, servers and networking gear make up about 60% of the country's AI-related exports, which drove over 70% of recent export growth across the region.

• Vietnam's 2026 growth forecast raised from 6.3% to 7.4%
• About 60% of Vietnam's AI exports are finished gear: PCs, servers, routers
• AI goods drove over 70% of export growth in Vietnam, Malaysia, Philippines, Thailand
• AI-related exports rose from ~20% of GDP in 2023 to ~32% in 2025