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AIFortuneabout 3 hours ago
Morgan Stanley Bullish on Nvidia AI ExposureMorgan Stanley analysts report 91.7% of Nvidia's 2027 revenue comes from AI infrastructure demand, calling it the best risk/reward in the sector. Published Oct. 15, the note estimates hyperscalers will spend $1.58 trillion in 2027, with Nvidia capturing nearly $700 billion.
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