Morgan Stanley projects $3 trillion in global AI investment by 2028, signaling the early stages of a multi-year expansion in AI-related capital expenditures

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U.S. hyperscalers are set to massively boost infrastructure spending, with Goldman Sachs projecting total capital expenditures to nearly $1.4 trillion between 2025 and 2027, up from ~$485 billion spent from 2022–2024.

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China’s Ministry of Commerce announced two new investigations into the U.S. semiconductor industry following the Trump administration’s decision to add 23 Chinese firms to its restricted trade list.

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