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)
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