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Morgan Stanley sees capital spending by the five largest AI hyperscalers topping 800 billion this year and 1.1 trillion next year. At 3.3%…
Morgan Stanley sees capital spending by the five largest AI hyperscalers topping 800 billion this year and 1.1 trillion next year. At 3.3% of gross domestic product, next year’s figure would exceed pr
Morgan Stanley sees capital spending by the five largest AI hyperscalers topping 800 billion this year and 1.1 trillion next year. At 3.3% of gross domestic product, next year’s figure would exceed projected spending on national defense. https://www.wsj.com/tech/ai/ai-is-distorting-practically-everything-about-the-economy-4ca6fcff?mod=hp_lead_pos4
Source: Gary Marcus (X) | 2026-05-08