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Morgan Stanley's "double overweight" stance highlights institutional confidence in AI infrastructure as a foundational asset class rather than a fleeting trend. The prediction that spending could stabilize around $1 trillion annually suggests the market has transitioned from an acceleration phase to a sustained maturity period for the sector. This shift underscores the long-term structural importance of compute and data center investments for the broader technology economy.

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Morgan Stanley CEO Says AI Infrastructure is 'Double Overweight,' Predicts Industry Spending Could Remain at $1 Trillion Annually

36Kr14 octombrie 20261 min de cititArticolul și perspectiva sunt în engleză.

On October 14, Morgan Stanley CEO Ted Pick stated that the bank has reached a 'double overweight' position in artificial intelligence infrastructure, though he warned that the pace of AI spending growth will begin to slow. Pick noted, 'We have been overweight on AI from the beginning. Given that AI is important not only for our clients but also for us, I would say we are now double overweight.' He added that current annual spending on AI infrastructure averages about $1 trillion, describing it as a very large sum. While he believes spending may not continue to accelerate from this level, it could plausibly sustain this scale for another decade. Pick emphasized that while Morgan Stanley continues to support the industry, it is closely monitoring market developments.

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