Morgan Stanley sees $2.9 trillion in data center spending, and a $1.5 trillion hole
This story is only covered by news sources that have yet to be evaluated by the independent media monitoring agencies we use to assess the quality and reliability of news outlets on our platform. Learn more here.4 Articles
4 Articles
Morgan Stanley predicts that spending per data center and AI will reach 2.9 trillion dollars between 2025 and 2028. However, the technological giants will cover only about half with their cash flows. Key points The hardware would absorb 1.6 trillion of the expected 2.9. Private credit could provide around 800 billion with [...]
AI data center spending could hit $2.9 trillion, but $1.5 trillion needs funding
Morgan Stanley forecasts $2.9 trillion in global data center spending driven by AI from 2025 to 2028—but projects that the biggest technology companies will cover only about half through their own cash flows. That leaves an estimated $1.5 trillion financing gap, with private credit expected to supply much of the external funding. Key takeaways Morgan Stanley expects hardware to absorb $1.6 trillion of the projected spending. Private credit could…
Morgan Stanley estimates that global spending on data centers will add up to $2.9 trillion between 2025 and 2028, but big technology could only self-finance about half. Private credit appears as a potential source to fill part of the gap, while energy availability adds another limit to the expansion of AI infrastructure.
Coverage Details
Bias Distribution
- There is no tracked Bias information for the sources covering this story.
Factuality
To view factuality data please Upgrade to Premium
