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Big Tech firms to mobilise US$1.5 trillion for AI infrastructure by 2028, says Morgan Stanley
Morgan Stanley projects US$1.
A report from Morgan Stanley estimates that major technology firms will need approximately US$1.5 trillion in additional funding by 2028 to build AI infrastructure, on top of the US$1.4 trillion they can self-fund through existing cash flows.
Large players such as Meta Platforms, Amazon, Google, Microsoft and Oracle are turning to private credit, vendor financing, and lease models to raise capital.
This signals a large-scale investment wave in AI hardware and cloud services, reshaping corporate-finance norms.