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)→
More from Infra
- NeurIPS 2026 workshop will focus on on-device intelligence and local execution — YiMaTweets · 2026-07-21
- How to build a PostgreSQL-backed semantic search pipeline with pgvector and Ollama — KhuyenTran16 · 2026-07-21
- NeurIPS 2026 workshop calls papers on on-device intelligence — YiMaTweets · 2026-07-21
- Milled from Solid Aluminum: AI Rig Multi-GPU Case for Local Compute — dee_hw · 2026-07-21
- FutureCaribbean’s Buildathon offers $50K, H200 compute, and an NYSE pitch — HeyAmit_ · 2026-07-21
- A new series tests which data-science workflows can run on GPUs today — pandeyparul · 2026-07-21