Odaily Planet Daily reports that Morgan Stanley noted that by 2030, the global semiconductor industry market size could reach $1.5 trillion, with AI-related semiconductor products accounting for half of the market. Capital expenditures by major cloud service providers remain strong.
Morgan Stanley’s Cloud CapEx Tracker estimates that cloud capital expenditures will approach $811 billion by 2026. The research suggests that agent-based AI has created growing CPU application opportunities. As AI shifts from inference to execution, GPU computational intensity increases. The firm has raised its total addressable market (TAM) for orchestration CPUs under the base case scenario to $79 billion, with the TAM for CPU orchestration technologies projected to reach $238 billion. (Jin10)