AI capital expenditure by Alphabet, Amazon, Meta, Microsoft, and Oracle to reach 3% of US GDP by 2027
Cryptobriefing.com reports Morgan Stanley's projection that Alphabet, Amazon, Meta, Microsoft, and Oracle will spend about $1.1 trillion on AI infrastructure by 2027 — roughly 3.2% of US GDP — dwarfing the late-1990s telecom boom fivefold. It adds David Sacks' estimate of a 2.5%-plus GDP growth tailwind in 2026 and flags suppliers like chip designers and power companies as beneficiaries.
