Morgan Stanley Sees AI Infrastructure Spending Nearing $3.4T in 2027-2028

Morgan Stanley projects hyperscaler and neocloud AI infrastructure spending will hit $1.58 trillion in 2027 and approach $3.4 trillion combined over 2027-2028 when leases are counted, while rating Nvidia the best risk/reward AI play with nearly $700 billion in potential 2027 revenue, despite a 32GW power gap.

2026-10-20 ~ 2026-10-21 · 3 related posts

• Morgan Stanley: 2027 AI capex hits $1.58T with leases counted; Nvidia takes 44% — rohanpaul_ai · 2026-10-20
• Morgan Stanley: $700B may reach Nvidia by 2027, but US data centers face 32GW power gap — rohanpaul_ai · 2026-10-20
• Morgan Stanley: hyperscaler AI capex to hit $3.4T across 2027-2028 with leases included — FinanceYF5 · 2026-10-21