Morgan Stanley has projected that the global semiconductor industry could reach a market size of $1.5 trillion by 2030, with AI-related semiconductor products contributing significantly. According to Odaily, major cloud service providers continue to maintain strong cloud capital expenditures.
Morgan Stanley's cloud capital expenditure tracker estimates that by 2026, cloud capital spending will approach $811 billion. The research highlights that proxy AI is creating increasing opportunities for CPU applications. As AI transitions from inference to execution, the intensity of GPU computing is expected to rise. The institution has raised its baseline scenario for the total addressable market (TAM) of orchestration CPUs to $79 billion, with the market's additional value forecasted to reach $238 billion.