Morgan Stanley maps $1.58 trillion in AI compute investment for 2027, Nvidia capturing ~$690 billion

Morgan Stanley maps $1.58 trillion in AI compute investment for 2027, up from $980 billion in 2026, with Nvidia capturing about $690 billion, roughly two-thirds of the S&P 500 flow-through. The bank's exhibit puts Alphabet's spending at $375 billion, ahead of Amazon.

Detected & updated continuously · Source: Nebula