Morgan Stanley: AI Capex Hits $1.58 Trillion, Powers a Quarter of S&P 500 Growth
Source：
www.techflowpost.com
Morgan Stanley estimates that AI capital expenditure growth will fall from approximately 100% in 2026 to around 60% in 2027 and roughly 14% in 2028, with the absolute scale continuing to rise, as the S&P500 expansion is no longer driven solely by AI.
