Morgan Stanley Projects $1.58 Trillion in AI Computing Investment for 2027

AI computing investment by large and emerging cloud operators could reach $1.58 trillion globally in 2027, Morgan Stanley projects, as borrowing needs and electricity limits pressure the buildout. That forecast is about 60% above the roughly $980 billion estimate for 2026. Spending could climb further, to about $1.8 trillion in 2028. The tightest mismatch between cash generated and investment is expected in 2027, so the projected cash-flow pinch does not mean total spending peaks that year. U.S.

Source: TokenPost