MORGAN STANLEY: ".. Following $Meta Platforms (META.US)$ , $...

Rockyturki wrote a post · Apr 30 04:16

MORGAN STANLEY: ".. Following $Meta Platforms(META.US)$ , $Microsoft(MSFT.US)$ & $Alphabet-A(GOOGL.US)$ reports last week, [our] 2024 Cloud Capex Tracker now points to +44%y/y growth in 2024 (vs +26%y/y prior) adding >$50B of spend .. the strongest Cloud Capex 'Supercycle' since 2018."

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Rockyturki

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