---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000943017.md"
description: "Where is the AI capex going? According to Morgan Stanley, 2027E capex is $1.58 trillion (including hyperscalers and neoclouds), of which $672 billion is spent on semiconductors & servers. $Microsoft(MSFT.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) $Meta Platforms(META.US) $NVIDIA(NVDA.US) $AMD(AMD.US)"
datetime: "2026-10-17T17:05:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000943017.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000943017.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000943017.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Where is the AI capex going? According to Morgan S…


### Related Stocks

- [META.US](https://longbridge.com/en/quote/META.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [MS.US](https://longbridge.com/en/quote/MS.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [MS-A.US](https://longbridge.com/en/quote/MS-A.US.md)
- [MS-E.US](https://longbridge.com/en/quote/MS-E.US.md)
- [MS-F.US](https://longbridge.com/en/quote/MS-F.US.md)
- [MS-I.US](https://longbridge.com/en/quote/MS-I.US.md)
- [MS-K.US](https://longbridge.com/en/quote/MS-K.US.md)

## Comments (3)

- **FreeBuild · 2026-10-18T01:48:26.000Z**: im looking into other area of investment benefiting from this
- **ah_head · 2026-10-17T23:46:06.000Z**: Good
- **NewUser_vGTIXE · 2026-10-17T23:35:57.000Z**: Nice


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**