AI Capex to Reach $765B in 2026, Overtaking Oil and Gas as Compute Futures Emerge
rohanpaul_ai · x · 2026-08-25
Morgan Stanley projects AI capex will reach $765B in 2026, surpassing oil and gas for the first time, and nearly double by 2031. BlackRock CEO Larry Fink suggests a new asset class will emerge for buying compute futures due to current shortages. The article highlights a projected $40T economic opportunity driven by AI diffusion, resting fundamentally on the availability of compute.
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