AI Investment Boom: Morgan Stanley Predicts $1.1 Trillion Returns by 2028
As AI infrastructure spending reaches unprecedented levels, Morgan Stanley provides reassuring analysis about long-term returns. The bank’s research indicates current investments will yield substantial revenue growth within three years.
As artificial intelligence continues to dominate market narratives in 2025, Morgan Stanley has delivered crucial analysis addressing investor concerns about massive capital expenditures. The global investment bank’s research team, led by director Katy Huberty, projects that current AI infrastructure investments will generate substantial returns by 2028, potentially producing $1.1 trillion in software revenue at typical margins.