Cloud capex forecast calls for 29% jump in 2027 as compute demand exceeds capacity: MS
· seekingalpha.com
Morgan Stanley sees hyperscaler AI cloud capex rising to $1.2T–$1.4T by 2027 as demand outstrips supply.
Capital expenditures by the world's largest hyperscalers are not slowing down and are expected to increase 29% year over year in 2027, according to Morgan Stanl...