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)→
More from Infra
- Oracle Q1: Triple-digit cloud infrastructure growth as AI demand booms — DavidLinthicum · 2026-09-11
- SF Compute founder: buying compute is 'an absolutely awful experience' right now — IgorCarron · 2026-09-11
- SmolVM open-sources persistent computer infrastructure for agents that outlive chat sessions — aniketmaurya · 2026-09-11
- PyTorch Day Korea 2026 launches first offline conf, CFP closes Sept 13 — PyTorch · 2026-09-11
- Local LLM server dilemma: 4x CMP-170HX (price up 53% in 20 days) vs Mac Studio M5 Ultra — rumboll · 2026-09-11
- llama.cpp lands Flash Attention tuning for RDNA4, big prefill gains on AMD — pmttyji · 2026-09-11