Morgan Stanley just raised their 2027 AI capex forecast to $1.1 trillion and that number still doesn't include SpaceX or…

Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-16

Milk Road AI reports that Morgan Stanley raised its 2027 AI capital expenditure forecast to $1.1 trillion, and estimates the true figure could reach $1.5 trillion once companies like SpaceX are included.

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Topics: ai-investmentai-infrastructurecapital-expenditureai-market-size

Claims

Morgan Stanley raised its 2027 AI capital expenditure forecast to $1.1 trillion.
The Morgan Stanley forecast excludes SpaceX and several other significant AI companies.
The actual 2027 AI capex figure, including excluded companies, is estimated to be closer to $1.5 trillion.

Key quotes

Morgan Stanley just raised their 2027 AI capex forecast to $1.1 trillion and that number still doesn't include SpaceX or a lot of the other AI companies. When you factor those in, the real 2027 figure is probably closer to $1.5 trillion.