Morgan Stanley sees AI compute demand outstripping supply for years
firstadopter · x · 2026-07-27
Morgan Stanley says its highest-conviction view is that AI compute demand will outstrip supply for years.
- The bank is bullish on the pace of AI capability gains and adoption.
- It argues AI capex has attractive ROI.
- Its token-economics model suggests both large LLMs and more efficient models can generate strong returns on the underlying AI infrastructure.
Related event: Morgan Stanley: AI Compute Demand to Long Outstrip Supply(2 posts)→
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