Morgan Stanley reiterated its forecast for hyperscaler capital spending to reach $1.6 trillion in 2027. The call underscores the scale of expected AI infrastruc

BWB News TV • 2026-11-09 12:41 UTC • By Billy Odell Tucker-Robinson

Morgan Stanley reiterated its forecast for hyperscaler capital spending to reach $1.6 trillion in 2027. The call underscores the scale of expected AI infrastructure investment, as investors weigh knock-on effects across semiconductor names.

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