Morgan Stanley released the latest research report, raising the overall 2027/2028 capital expenditure forecasts for the five hyperscale cloud vendors Meta, Amazon, Microsoft, Google-C, and SpaceX by 9%/10%, to about $1.2 trillion and $1.4 trillion, respectively. The main drivers of the capital expenditure increase include the increase in GPU costs by about 20%, the extension of the data center construction cycle to 3 years, and the increase in computing power from about 30 GW in 2025 to about 120 GW in 2028, while the potential revenue space for Meta, Amazon, etc. is far from being priced by the market.
Zhitongcaijing · 2d ago
Share
Listen to the news
Morgan Stanley released the latest research report, raising the overall 2027/2028 capital expenditure forecasts for the five hyperscale cloud vendors Meta, Amazon, Microsoft, Google-C, and SpaceX by 9%/10%, to about $1.2 trillion and $1.4 trillion, respectively. The main drivers of the capital expenditure increase include the increase in GPU costs by about 20%, the extension of the data center construction cycle to 3 years, and the increase in computing power from about 30 GW in 2025 to about 120 GW in 2028, while the potential revenue space for Meta, Amazon, etc. is far from being priced by the market.
Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.
What's Trending