Morgan Stanley Sell-side卖方

MS Playing the AI Infrastructure Dip Where to Invest and Where We See Risk

Aug 3, 2026118 pages页

From the report报告摘录Compute demand to significantly exceed supply: Highest conviction view; AI adoption drives sustained compute demand with no near-term supply constraints (Google 1,000x demand in 4-5 years, NVIDIA 14% CAGR).

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