Morgan Stanley: Cloud Capital Expenditure Could Reach $1.3 Trillion by 2027
By: rootdata|2026/08/01 10:07:00
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Prefer us on GoogleMorgan Stanley's semiconductor report released on July 31 indicates that AI semiconductors are still in a high growth cycle, with demand expanding from GPUs to advanced processes, packaging, memory, testing equipment, ASICs, and the Chinese AI chip supply chain. The report predicts that the cloud AI semiconductor market will reach $485 billion by 2026 and expand to approximately $753 billion by 2030. The global semiconductor market is expected to reach $1.5 trillion by 2030, with AI semiconductors contributing nearly half of the market size. Additionally, Morgan Stanley estimates that the cloud capital expenditure of the world's top 14 publicly listed cloud service providers could approach $1.3 trillion by 2027, excluding sovereign AI projects.
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