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22.07.26 - 20:24
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Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand (24/7 Wall St.)
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Wall Street's smart money is decisively bullish on data center infrastructure, with TD Cowen's latest supply chain checks describing record hyperscaler leasing led by Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), and Alphabet's (NASDAQ:GOOGL) Google, while Morgan Stanley has warned clients that the memory shortage will intensify into 2027 and 2028. That view lands after weeks of ... Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand...
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22.07.26 - 20:06
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Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US (24/7 Wall St.)
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Morgan Stanley's (NYSE: MS) economics team just took its projection for artificial intelligence capital spending significantly higher, and the leakage math behind the headline number has become the more important story for US investors. On a recent episode of the firm's Thoughts on the Market podcast titled “AI Spending: A New Engine for the Global ... Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US...
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22.07.26 - 09:12
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Chinese robot maker AgiBot pursues Hong Kong IPO, hiring 3 sponsors: sources (SCMP)
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Fast-growing Chinese robot maker AgiBot is pursuing an initial public offering in Hong Kong and has hired Citic Securities as a sponsor, according to two people familiar with the matter.
Additionally, China International Capital Corporation (CICC) and Morgan Stanley have also been tapped as joint sponsors, one of the people said.
Shanghai-based AgiBot had shown signs that it was looking to list following its restructuring from a limited liability company to a joint-stock limited firm last year,......
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