QUIET WIRE FINALISED: FROZEN Polymarket
Window 03 Aug 2026, 14:24 UTC → 03 Aug 2026, 15:54 UTC
Price at window start n/a
Resolves 30 Sept 2026, 00:00 UTC
A linked post crossed the wire and this market did not move beyond its thresholds within the 90-minute window. Recorded for the archive; never delivered as an alert.
@DeItaone · 03 Aug 2026, 12:08 UTC
MORGAN STANLEY SEES CLOUD SPENDING SURGING TO $1.2T Morgan Stanley expects global cloud capital spending to reach $1.2 trillion in 2027, up 30% YoY and $170 billion above pre-Q2 estimates. The firm said all four major U.S. hyperscalers remain capacity constrained as AI demand continues to outpace supply. Alphabet ($GOOGL), Amazon ($AMZN) and Meta ($META) all raised 2026 capex guidance, while Microsoft ($MSFT) maintained its spending outlook. Morgan Stanley believes consensus is still too conservative, forecasting cloud capex could reach $1.4 trillion, driven by strong AI adoption, rising cloud demand, multi-year customer commitments and improving returns on infrastructure investment.