Morgan Stanley sees Big Tech capex hitting $1.16T in 2027
Beth_Kindig · x · 2026-07-25
Morgan Stanley projects Big Tech capex will reach $1.16T in 2027, up from $413B in 2025 and $743B in 2026.
- Google is forecast to lead spending at $350B in 2027.
- Amazon follows at $308B, with Microsoft at $276B and Meta at $225B.
- The chart frames the surge as a broad Big Tech infrastructure buildout over the next three years.
Related event: Big Tech AI Capex Projected to Exceed $1 Trillion by 2027(2 posts)→
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