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Morgan Stanley forecasts that hyperscaler AI capital expenditure will increase by 57% in 2027, driven by sustained training and inference workload growth.
The projected capex acceleration confirms multi-year infrastructure spending cycles, ensuring long-term revenue visibility for GPU suppliers, data center developers, and power providers.
Trade pressSlicast · August 17, 2026 at 16:39 UTC · US · Source: TipRanks
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