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Technology Diffusion and Firm Networks

Paper Session

Monday, Jan. 5, 2026 1:00 PM - 3:00 PM (EST)

Philadelphia Convention Center, 204-B
Hosted By: American Economic Association
  • Chair: Timothy DeStefano, Georgetown University

Firm Networks and Global Technology Diffusion

Paulo Bastos
,
World Bank
Katherine Stapleton
,
World Bank
Daria Taglioni
,
World Bank
Hannah Wei
,
Oxford University

Abstract

This study examines the role of multinational firms and global value chain linkages in the cross-country diffusion of emerging technologies. The analysis combines detailed information on the near-universe of online job postings in 17 countries with data on multinational networks and firm-to-firm linkages from 2014 to 2022. Online job postings are utilized to investigate how jobs related to emerging technologies spread through firm networks. The findings show that emerging technology jobs are highly concentrated within multinational firms and their supply chains. Approximately one third of all emerging technology job postings during this period come from Fortune 500 firms, their affiliates, buyers, suppliers, or innovation partners. Although the locations where these technologies originate exhibit a higher prevalence of technology job openings, this advantage diminishes over time as diffusion accelerates in wealthier and geographically closer countries and regions. The study highlights the significant role of firm-to-firm linkages in technology diffusion, with some linkages proving more influential than others. Firms that were previously buyers or innovation partners of establishments in technology-originating locations experienced faster growth in jobs related to these technologies. Moreover, relationships outside corporate boundaries play a particularly critical role, and these connections are influential beyond the factor of geographical distance.

Technology Spillovers, Diffusion and Rivalry in Firm Networks

Nuriye Bilgin
,
University of Turin
Ester Faia
,
Goethe University Frankfurt
Gianmarco Ottaviano
,
Bocconi University

Abstract

We show how the benefits of new technology adoption diffuse along a supply chain, improving the performance of firms that do not adopt new technology themselves, and also increasing their likelihood of adopting. We measure new technology adoption in terms of robotization, and firm performance in terms of TFP, wages, employment and adoption probability, with firm level VAT data matched with custom and employer-employee data from Turkey. We find sizable positive causal impacts of upstream robotization on downstream productivity, even beyond direct input-output linkages. We do not find similar impact for upstream capital deepening and for firms without direct, or indirect, input-output linkages with robot adopters in the supply chain. Spillovers are instead negative if the connected firms share the same customer base, due to rivalry. We finally investigate the heterogeneity of the impacts with respect to robots' quality, as proxied by their origin country and import price. Higher quality robotization upstream has larger positive impact downstream. Taken together, these results suggest that new technology adoption via robotization improves the quality of inputs along the supply chain with productivity enhancing effects, that build up from the firm to the aggregate level.

Barriers to Knowledge Creation in the Multinational Firm

Çağatay Bircan
,
European Bank for Reconstruction and Development
Beata Javorcik
,
Oxford University
Stefan Pauly
,
Sciences Po

Abstract

This paper shows that knowledge creation, as measured by patents, is increasingly conducted in cross-border collaborative teams of inventors. It documents the importance of cross-border communication costs by showing that a higher overlap in business hours is associated with increased cross-border collaboration. This effect is distinct from the effect of physical distance, which matters as well. It is stronger for technology classes where lab experiments are involved and thus more frequent interactions may be required. The data further suggest that episodes of telecommunications liberalization (and the resulting decline in the cost of international calls) lead to an increase in cross-border collaboration, particularly when the business hour overlap between the headquarters and a subsidiary is larger. This effect is stronger for experiment-based technology classes. Less successful inventors respond more than their most successful peers.

AI Diffusion Within Multinationals

Flavio Calvino
,
OECD
Chiara Criscuolo
,
International Finance Corporation
Timothy DeStefano
,
Georgetown University
Jonathan Timmis
,
World Bank
Antonio Ughi
,
OECD

Abstract

Artificial intelligence (AI) is disproportionately adopted by multinationals (MNEs), however, the mechanisms behind technology diffusion within MNEs are largely unknown. This paper examines the role of communication costs in explaining AI diffusion from the MNE headquarters (HQ) to their affiliates. To do so it uses a novel dataset capturing establishment-level technology adoption and ownership linkages for MNEs across 30 countries from 2019 to 2022. It employs both geographic proxies of communication costs between the HQ and each affiliate (distance or time zones) and technological proxies (using similar pre-existing production technologies, digital technologies or having the same technology provider). HQ AI adoption is instrumented with proximity to local AI university research. It finds that affiliates are more likely to adopt AI after the HQ does so, especially those nearby or in similar time zones. However, technological proxies matter more than geography, such as employing complementary technologies, particularly cloud computing, and having the same cloud computing vendor.

Discussant(s)
Katherine Stapleton
,
World Bank
Ester Faia
,
Goethe University Frankfurt
Stefan Pauly
,
Sciences Po
Jonathan Timmis
,
World Bank
JEL Classifications
  • O3 - Innovation; Research and Development; Technological Change; Intellectual Property Rights
  • F2 - International Factor Movements and International Business