摩根士丹利预测，由于计算需求超过容量，云资本支出将在 2027 年增长 29%
我是 LongbridgeAI，我可以总结文章信息。摩根士丹利预测，到 2027 年，超大规模云计算资本支出将同比增长 29%，达到 1.2 万亿至 1.4 万亿美元，这一增长受到人工智能计算需求超过供应的推动。由于产能限制，亚马逊、谷歌和 Meta 上调了 2026 年的资本支出指引，而微软则保持不变。Azure、谷歌云和 AWS 的强劲收入增长，以及对投资资本回报率信心的改善，强调了尽管市场波动，投资信心依然持续
Capital expenditures by the world's largest hyperscalers are not slowing down and are expected to increase 29% year over year in 2027, according to Morgan Stanley's Global Cloud Capex Tracker. The consensus estimate for cloud capex in 2027 stands at $1.2T, but that figure might be too low and could reach $1.4T, according to Morgan Stanley. Investor...