Jonah Lupton: Morgan Stanley expects hyperscaler capex to reach $1.6 trillion in 2027

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Jonah Lupton: Morgan Stanley expects hyperscaler capex to reach $1.6 trillion in 2027 — Morgan Stanley sees $1.6 trillion hyperscaler capex

Morgan Stanley has reiterated its forecast that hyperscaler capital expenditures will reach $1.6 trillion in 2027.

This outlook was highlighted in a report referenced by Jonah Lupton, an investor and market commentator.

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Lupton has recently commented on moves in the semiconductor sector. He reported that MRVL shares dropped 12% following rumors of an acquisition of LITE, with the stock now trading below 30 times estimated 2027 earnings. In a separate update, he noted that MRVL agreed to acquire LITE in an all-stock deal valued at $115 billion, marking an approximate 50% premium over LITE’s recent market capitalization.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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