MS · News · 20261103N

AI Infrastructure Investment Outlook

MORGAN STANLEY · 2026-11-03 · Importance null · Surprise null

At the Hong Kong Monetary Authority’s Global Financial Leaders’ Investment Summit on November 3, Morgan Stanley CEO Ted Pick said global AI infrastructure spending could reach $15 trillion cumulatively over the next decade. He estimated that the largest technology hyperscalers could deploy $800 billion to $1 trillion annually over a seven- to 12-year horizon. The outlook points to substantial financing demand for AI infrastructure buildout.