Morgan Stanley Raises Cloud Capex Forecast
firstadopter · x · 2026-07-13
Morgan Stanley has raised its forecast for total hyperscaler capital expenditures in 2027/2028 (excluding SPCX, which is included for the first time) by 9% and 10%, respectively.
The corresponding scale in their current model is approximately:
- 2027: about 1.2 trillion USD
- 2028: about 1.4 trillion USD
Related event: Morgan Stanley Raises Hyperscaler Capex Forecast to Nearly $1.5T(3 posts)→
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