AI Rollout to Boost Metals-Rich EM Currencies, Barclays Says

Currencies of emerging-market nations that produce the metals and minerals key to artificial intelligence are set to get a boost in the coming years, according to Barclays Plc.

Chile, Peru, Brazil, Indonesia and China are among the developing nations that stand to benefit as the AI construction boom feeds into commodities prices, Barclays strategists wrote in their 2026 Equity Gilt Study, which analyzed the possible impact of AI and humanoid robotics.