Morgan Stanley: Global cloud capital expenditure increased by 38 per cent in 2027

IN A RECENT STUDY, MORGAN STANLEY INDICATED THAT THE GLOBAL CLOUD COMPUTING FIRM WAS STILL IN THE AI INFRASTRUCTURE INVESTMENT EXPANSION CYCLE, THAT CLOUD CAPITAL EXPENDITURE WAS EXPECTED TO INCREASE BY 38 PER CENT EACH YEAR IN 2027, AND THAT MARKET INPUT TO THE AI COMPUTING INFRASTRUCTURE WAS EXPECTED TO INCREASE FURTHER. MORGAN STANLEY CLOUDS CAPITAL EXPENDITURE TRACKING DATA INDICATE THAT GLOBAL CLOUD COMPUTING CORPORATE CAPITAL EXPENDITURE IS EXPECTED TO REACH A HIGH LEVEL IN 2027. THE BANK PROJECTS THAT THE MARKET ' S CURRENT CONSENSUS ON CLOUD CAPITAL EXPENDITURE IN 2027 IS PROJECTED AT $1.39 TRILLION, WHILE MORGAN STANLEY ' S OWN PROJECTIONS AMOUNT TO $1.61 TRILLION, INDICATING THAT THE MARKET MAY STILL FURTHER INCREASE EXPECTATIONS FOR INVESTMENT IN AI INFRASTRUCTURE。