China’s exports surge 36% as AI-related shipments boom

September exports hit $447.18 billion as global demand for chips and computer hardware pushed China's trade surplus toward a potential $1 trillion year China just posted the kind of trade number that makes economists recheck their spreadsheets. Exports in September 2026 reached an unprecedented $447.18 billion, up 36.3% from the same month a year earlier. Analysts had expected growth of 25.5%. The actual figure left that forecast in the dust, and the engine behind it was artificial intelligence, or more precisely, the physical hardware that AI runs on.

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