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Big Tech capex seen on track for new records as AI spending rises
Morgan Stanley estimates Big Tech capital expenditures are set to reach new record highs as AI infrastructure costs keep climbing.
MarketWatch reports that Morgan Stanley expects Big Tech capital expenditures to be on track to hit new records, driven by rising AI infrastructure spending.
The bank’s outlook highlights Meta and Amazon as leading the broader increase, with spending expected to reach roughly the scale of a trillion-dollar capex spree across the sector.
As AI infrastructure costs continue to rise, the report points to higher investment needs that could keep pressure on large technology firms’ spending plans throughout the period ahead.
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