Wall Street Raises Cloud Capex Forecasts
HaydnBelfield · x · 2026-07-13
The post cites a new forecast from Morgan Stanley: by 2028, capital expenditures for hyperscalers will reach $1.4 trillion. If Oracle is included, the total could approach $1.5 trillion.
The author responds to this figure with strong exclamation, emphasizing that the scale of investment in AI infrastructure has entered an incredibly massive magnitude.
Related event: Morgan Stanley Raises Hyperscaler Capex Forecast to Nearly $1.5T(3 posts)→
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