---
title: "The AI capital expenditure cycle is likely to lengthen overall. — 모건스탠리 — DecisionGateway"
description: "prediction by 모건스탠리, recorded recently — verbatim quote and source citation."
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  "og:title": "The AI capital expenditure cycle is likely to lengthen overall. — 모건스탠리 — DecisionGateway"
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prediction

# **The AI capital expenditure cycle is likely to lengthen overall.**

A prediction by [**모건스탠리**](https://dgw.tmarket.io/actors/01a1da7e-81b8-7b9a-a2bd-1186d0f9762e). Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *AI 자본지출 사이클도 전반적으로 길어질 가능성이 있음*

hanachinaPublished 2026-11-10 [ Read source](https://t.me/hanachina/71895)

[**모건스탠리 dossier **](https://dgw.tmarket.io/actors/01a1da7e-81b8-7b9a-a2bd-1186d0f9762e)

## **Discussion**

## **Related claims**

[**If the virtuous cycle is confirmed, slowing Capex could instead be the starting point for investment efficiency and FCF recovery, but if monetization of final demand is delayed, utilization, unit prices and OCF recovery will also be delayed and the timing of normalizing the AI investment cycle will be pushed back.**하나 자산배분/해외크레딧 이영주 · prediction](https://dgw.tmarket.io/claims/01a1ceb3-81ec-7f6c-b3f6-a3c759b9b9de) [**As AI capital expenditure expands faster than OCF, 2027 is likely to be the period when major AI companies' FCF deficits are largest.**하나 자산배분/해외크레딧 이영주 · prediction](https://dgw.tmarket.io/claims/01a1ceb3-8168-7f9a-9181-cfc9d2358d80) [**AI Capex momentum remains strong.**리서치센터 · prediction](https://dgw.tmarket.io/claims/01a1d84a-39f5-7d52-adca-f96629c25623) [**Concerns over an AI CapEx slowdown are already largely priced in.**대신증권 이경민 · statement](https://dgw.tmarket.io/claims/01a1d71f-30bc-7537-b05c-cc6d226e8462) [**Although new data center permitting delays may slow the pace of investment, the total amount of AI investment will be maintained.**FICC리서치부 전략/시황: 이경민 · prediction](https://dgw.tmarket.io/claims/01a1d729-fa88-7c93-aeeb-5039889b0302) [**Global AI computing demand continues to increase, with US major cloud providers' 2026 capex estimated to grow 77% year-on-year and still have 33% growth room in 2027.**韋音如 · prediction](https://dgw.tmarket.io/claims/01a1cf2b-9f1e-7c2c-addf-0d4927f08e77)

## **More claims by 모건스탠리**

[**With three pressures overlapping—power shortages, political resistance and rising costs—capital is rapidly moving to overseas markets such as Southeast Asia and India.**allegation](https://dgw.tmarket.io/claims/01a1da98-7061-75bd-9a32-1fd7f6d53700) [**Up to 40% of chips deployed between 2026 and 2028 could face the risk of not receiving power on time.**prediction](https://dgw.tmarket.io/claims/01a1da98-7049-7f08-bd3b-1bae85ad04e7) [**About 5GW of capacity could be delayed from 2028 to 2029.**prediction](https://dgw.tmarket.io/claims/01a1da98-7041-7e9f-8b90-d5b083eae78b) [**Morgan Stanley analyzed that the US midterm elections are substantially disrupting the pace of AI data center construction.**allegation](https://dgw.tmarket.io/claims/01a1da98-702b-7f9c-b107-630e772b2f10)

[All claims by 모건스탠리](https://dgw.tmarket.io/claims?claimant_id=01a1da7e-81b8-7b9a-a2bd-1186d0f9762e)

[All claims](https://dgw.tmarket.io/claims)

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```

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