Nvidia is expected to capture about $700 billion of a $1.6 trillion AI capex boom

A Morgan Stanley forecast puts global AI spending near $1.58 trillion by 2027, with Nvidia positioned to collect the biggest slice The AI spending spree has a new headline number. A Morgan Stanley report projects global AI-related capital expenditures will hit approximately $1.58 trillion by 2027, a figure often rounded to $1.6 trillion. The more striking part is where that money is expected to land. Nvidia could collect approximately $690 billion of it, rounded to $700 billion in some assessments. That would make one chipmaker the biggest beneficiary of one of the largest corporate building cycles on record. Morgan Stanley’s math works like a funnel. Roughly 65% of total AI capex, or about $1.03 trillion, is expected to flow to companies in the S&P 500.

BeCrypto News shows a short excerpt and links to the publisher. The full report belongs to Crypto Briefing.