Hyperscaler Capex to Reach $300 Billion in 2025: Morgan Stanley

GuruFocus.com04:09

Hyperscaler capital expenditures are set to reach $300 billion in 2025 across key players, including Amazon (AMZN, Financials), Google (GOOGL, Financials), Microsoft (MSFT, Financials), and Meta (META...

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Following with anticipated spending of $62.6 billion and $52.3 billion are Google and Meta.\"Continued AI-driven platform-level innovation on Search, YouTube, and with other offerings improves confidence in the durability of long-term growth,\" said Morgan Stanley analysts, led by Brian Nowak, in an investor note regarding Google.Meta still gives leaner operations, productivity, and efficiency first priority. \"Importantly, revenue and engagement trends are also improving across Meta's platform,\" Nowak said. \"Our industry and company conversations speak to progress driving incremental Reels engagement and monetization.\". Microsoft keeps ex","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4077":"互动媒体与服务","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","AMZN":"亚马逊","BK4551":"寇图资本持仓","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4561":"索罗斯持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4097":"系统软件","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4504":"桥水持仓","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","MSFT":"微软","BK4548":"巴美列捷福持仓","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4127":"投资银行业与经纪业","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4588":"碎股","BK4532":"文艺复兴科技持仓","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4507":"流媒体概念","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4535":"淡马锡持仓","BK4576":"AR","GOOG":"谷歌","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","GOOGL":"谷歌A","BK4525":"远程办公概念","META":"Meta Platforms, Inc.","LU0238689110.USD":"贝莱德环球动力股票基金","BK4577":"网络游戏"},"translate_title":"摩根士丹利：超大规模资本支出到2025年将达到3000亿美元","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":1,"MSFT":0.9,"META":0.9,"GOOGL":0.9,"GOOG":0.87},"content_text":"Hyperscaler capital expenditures are set to reach $300 billion in 2025 across key players, including Amazon (AMZN, Financials), Google (GOOGL, Financials), Microsoft (MSFT, Financials), and Meta (META, Financials), according to a forecast by Morgan Stanley.\n\nWarning! GuruFocus has detected 6 Warning Signs with AMZN.\n\nWith respective estimated investments of $96.4 billion and $89.9 billion, Amazon and Microsoft are set to top expenditure. Following with anticipated spending of $62.6 billion and $52.3 billion are Google and Meta.\nDriven mostly by investments in generative artificial intelligence and huge language models, the predicted expenditure represents a multi-year potential for hyperscale firms.\n\"Continued AI-driven platform-level innovation on Search, YouTube, and with other offerings improves confidence in the durability of long-term growth,\" said Morgan Stanley analysts, led by Brian Nowak, in an investor note regarding Google.\nMeta still gives leaner operations, productivity, and efficiency first priority. \"Importantly, revenue and engagement trends are also improving across Meta's platform,\" Nowak said. \"Our industry and company conversations speak to progress driving incremental Reels engagement and monetization.\"\nMicrosoft keeps expanding public cloud use and artificial intelligence, so it is a leading spender in this area. \"Multiple expansion and positive estimate revisions will come from greater than expected strength in commercial business in coming years,\" Nowak said.\nMeanwhile, Amazon is projected to spend the most on hyperscaler initiatives in 2025. \"Amazon's high-margin businesses continue to allow Amazon to drive greater profitability while still continuing to invest,\" Nowak added. \"Cloud is in a multi-decade secular adoption cycle, Amazon is gaining share in eCommerce/retail and share of consumers' wallets.\"This article first appeared on \nGuruFocus.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Business Data","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2481653879"}