Visa says AI investment and digital commerce are carrying the global economy
THE SO WHAT
If Visa’s midyear outlook credits AI investment and online price competition with offsetting higher energy costs and still landing at 2.4% global growth in 2026, then AI is already baked into macro baselines, not upside scenarios. For operators, that means AI capex is competing with other “must-have” spend, not optional innovation budgets.
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