Morgan Stanley Raises Hyperscaler Capex Forecasts to $1.2 Trillion in 2027, $1.4 Trillion in 2028
aiai-infrastructureai-compute-chips 3 posts · 3 accounts
Morgan Stanley raises its 2027 and 2028 hyperscaler capital expenditure forecasts by 9% and 10%, respectively, to approximately $1.2 trillion and $1.4 trillion.
The updated models factor in private synthetic compute spending for the first time. The revision underscores that major technology firms continue expanding data center networks, countering recent market speculation regarding potential spending reductions.
From the sources (3 posts)
@jukan05Who was talking about CAPEX cuts? 😂
@julientechinvstCeux qui attendent des coupes sur les CapEx sont dans le fantasme non informé le plus total
@firstadopterMorgan Stanley: "We are raising '27/'28 total hyperscaler capex (ex-SPCX, included for first time) by 9%/10%, now modeling ~$1.2tr/$1.4tr of '27/'28 capex"