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DeItaone reports: Morgan Stanley expects global cloud capital spending to surge to $1.2 trillion in 2027, up 30% YoY and $170 billion above pre-Q2 estimates.
The firm believes consensus forecasts are still too conservative, projecting cloud capex could reach $1.4 trillion, driven by strong AI adoption, rising cloud demand, multi-year customer commitments, and improving returns on infrastructure investment. Morgan Stanley noted that all four major U.S. hyperscalers remain capacity constrained due to AI demand outpacing supply. Alphabet (GOOGL), Amazon (AMZN), and Meta (META) have all raised their 2026 capex guidance, while Microsoft (MSFT) maintained its spending outlook.
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Source：X@DeItaone · Source Link
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