Morgan Stanley CEO Predicts $10-15 Trillion AI Capex Over Next Decade

1 reports archived1 independent sourcesupdated 11/3/2026, 15:43:24

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Morgan Stanley CEO Ted Pick forecasts $10-15 trillion in AI capital expenditure over the next decade, driving GDP growth. Goldman Sachs CEO David Solomon notes that compute demand still exceeds supply, highlighting value in the application layer. Both executives view market cycles as healthy but warn of fragile capital structures in some projects.

LATEST/Morgan Stanley CEO Ted Pick forecasts $10-15 trillion in AI capital expenditure over the next decade, driving GDP growth. Goldman Sachs CEO David Solomon notes that compute demand still exceeds supply, highlighting value in the application layer. Both executives view market cycles as healthy but warn of fragile capital structures in some projects.

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IT之家 · 智能时代T2Nov 3, 15:43·68 pts
Morgan Stanley CEO Predicts $10-15 Trillion AI Capex Over Next Decade
- AI capex projected at $10-15T over the next decade, involving complex financing across chips, energy, and infrastructure
- Goldman Sachs states compute demand outstrips supply, with future value shifting to the application layer
- Morgan Stanley notes cyclical adjustments are healthy but warns that some AI projects have fragile capital structures
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