positive
1h agoBig Tech firms to mobilise US$1.5 trillion for AI infrastructure by 2028, says Morgan Stanley
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.
Explore:Mutual Fund AI Screening
positive
1h agoBig Tech firms to mobilise US$1.5 trillion for AI infrastructure by 2028, says Morgan Stanley
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.
Explore:Mutual Fund AI Screening
Breaking
positive
Big Tech firms to mobilise US$1.5 trillion for AI infrastructure by 2028, says Morgan Stanley
about 2 hours ago
1 min read
74 words
Morgan Stanley projects US$1.5 trillion extra funding needed by Big Tech for AI infrastructure by 2028.
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.
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.
Companies:
Meta Platforms
Amazon
Google
+2 more
Tags:
ai
technology
ai
technology
investment
Big Tech
global
Nov 9, 2025 • 07:20 IST