Morgan Stanley estimates that AI infrastructure will receive $2.9 trillion in funding through 2028, broken down as follows: – $1.4tn: hyperscalers’ capex (e.g., Google, Meta, Oracle) – $0.2tn: hyperscalers’ corporate debt – $0.8tn: private credit (e.g., PIMCO, HPS) –
Morgan Stanley: $2.9 trillion AI infrastructure funding through 2028
By
–
