# Morgan Stanley > Markdown twin of https://roboterminal.app/companies/morgan-stanley · https://roboterminal.app/companies/morgan-stanley.md ## On shared sources - [NVIDIA](https://roboterminal.app/companies/nvidia) (16) - [Google](https://roboterminal.app/companies/google) (7) - [Micron](https://roboterminal.app/companies/micron) (7) - [Amazon](https://roboterminal.app/companies/amazon) (6) - [AMD](https://roboterminal.app/companies/amd) (6) - [Coherent](https://roboterminal.app/companies/coherent) (4) - [Meta](https://roboterminal.app/companies/meta) (4) - [Tesla](https://roboterminal.app/companies/tesla) (4) - [Agibot](https://roboterminal.app/companies/agibot) (3) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (3) - [Lumentum](https://roboterminal.app/companies/lumentum) (3) - [Microsoft](https://roboterminal.app/companies/microsoft) (3) - [Nebius](https://roboterminal.app/companies/nebius) (3) - [OpenAI](https://roboterminal.app/companies/openai) (3) - [Anthropic](https://roboterminal.app/companies/anthropic) (2) - [AWS](https://roboterminal.app/companies/aws) (2) - [Broadcom](https://roboterminal.app/companies/broadcom) (2) - [Corning](https://roboterminal.app/companies/corning) (2) - [Dell](https://roboterminal.app/companies/dell) (2) - [Figure](https://roboterminal.app/companies/figure) (2) - [HPE](https://roboterminal.app/companies/hpe) (2) - [Intel](https://roboterminal.app/companies/intel) (2) - [Samsung](https://roboterminal.app/companies/samsung) (2) - [SanDisk](https://roboterminal.app/companies/sandisk) (2) - [Seagate](https://roboterminal.app/companies/seagate) (2) - [TSMC](https://roboterminal.app/companies/tsmc) (2) - [Unitree](https://roboterminal.app/companies/unitree) (2) - [Western Digital](https://roboterminal.app/companies/western-digital) (2) - [Agility](https://roboterminal.app/companies/agility) (1) - [ams OSRAM](https://roboterminal.app/companies/ams-osram) (1) - [Apollo](https://roboterminal.app/companies/apollo) (1) - [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (1) - [ASE](https://roboterminal.app/companies/ase) (1) - [Bank of America](https://roboterminal.app/companies/bank-of-america) (1) - [Blackstone](https://roboterminal.app/companies/blackstone) (1) - [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (1) - [Ciena](https://roboterminal.app/companies/ciena) (1) - [CoreWeave](https://roboterminal.app/companies/coreweave) (1) - [Credo](https://roboterminal.app/companies/credo) (1) - [DeepSeek](https://roboterminal.app/companies/deepseek) (1) - [Firmus](https://roboterminal.app/companies/firmus) (1) - [Galbot](https://roboterminal.app/companies/galbot) (1) - [Geely](https://roboterminal.app/companies/geely) (1) - [Hexagon Ab](https://roboterminal.app/companies/hexagon-ab) (1) - [IREN](https://roboterminal.app/companies/iren) (1) - [Milk Road Pro](https://roboterminal.app/companies/milk-road-pro) (1) - [Modal](https://roboterminal.app/companies/modal) (1) - [SK hynix](https://roboterminal.app/companies/sk-hynix) (1) - [SpaceX](https://roboterminal.app/companies/spacex) (1) - [Sumitomo](https://roboterminal.app/companies/sumitomo) (1) - [Tencent](https://roboterminal.app/companies/tencent) (1) - [Toshiba](https://roboterminal.app/companies/toshiba) (1) - [UBS](https://roboterminal.app/companies/ubs) (1) - [Vertiv](https://roboterminal.app/companies/vertiv) (1) - [X Square Robot](https://roboterminal.app/companies/x-square-robot) (1) - [X-Humanoid](https://roboterminal.app/companies/x-humanoid) (1) - [Xiaomi](https://roboterminal.app/companies/xiaomi) (1) ## Pulse - [@stretchcloud on X](https://x.com/stretchcloud/status/2113318717002002432) Morgan Stanley, JPMorgan, Bank of America and Citi are now blocking a category of customer that didn't exist two years ago: the customer's own AI agent. Axios reported this week that unvetted third-pa… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112774586521555118) Morgan Stanley: We believe low-volume production of the Nvidia VR200 rack has already begun, with the LPX rack scheduled to ramp late this year or early next year, followed by the Vera standalone CPU … - [@pequityresearch on X](https://x.com/pequityresearch/status/2112772618092740646) Morgan Stanley sees the cost per new MW peaking at $51.8 million in FY27, before sliding to $47 million in FY29E. $MSFT $NVDA $AMZN $GOOGL $META https://t.co/IC6zlAbmhs https://t.co/8zXgV111pw - [@pequityresearch on X](https://x.com/pequityresearch/status/2112701241193062533) Morgan Stanley: We believe AWS's planned incremental GPU purchases will skew to Vera Rubin and Rubin Ultra, we see these extra chips driving an extra ~2 GW /~1 GW of compute capacity in '27/'28 vs. ou… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112276102291013695) $SPY rose 0.48% to $766.91 today, with AI and chip stocks leading a bounce after last week's selloff. Here are the top stories you need to know. 1. Chip stocks bounced back as the Philadelphia Semicon… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112244498059407763) We're about to witness the BIGGEST infrastructure spending boom in human history. According to Morgan Stanley, hyperscalers and neoclouds are projected to spend a staggering $1.58 TRILLION in 2027 and… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111835696142995462) Morgan Stanley has revised AMD's GPU demand forecast for 2026-2030 from 14.1 million units to 8.0 million units, or -43.3%, while keeping Nvidia's the same. $AMD $NVDA https://t.co/U0nRij2XHd - [@pequityresearch on X](https://x.com/pequityresearch/status/2111140614725042237) Morgan Stanley sees ABF substrate prices rising at least 25% in 2027, with supply shortages persisting through 2030. New capacity will not ramp until 2028-2030, limiting near-term supply relief. https… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110812200453726531) Morgan Stanley: CIO Survey > As a result of higher prices, longer lead times, and supply chain uncertainty, 83% of CIOs are making at least some adjustments (including pull-forward) to 2026. > The per… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110718080733384982) Morgan Stanley: We heard a broad consensus from our industry checks that the AI semis supply chain has strengthened in the last 30 days. We hear the most conviction from DRAM, NAND, HDD, and GPU. $AMD… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110417600379548130) Morgan Stanley: As we move to multi-rack clusters like the Rubin Ultra NVL576, networking doubles its share of total rack value to 20%, while single-rack memory density compresses. GB300 NVL72: 57% GP… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110387150067761650) Morgan Stanley: Nvidia's 2027 forecast for racks is at 90.4K (+10% y/y) vs our 2026 forecast at 82K racks. $NVDA - [@elonmusk on X](https://x.com/elonmusk/status/2110123131692048515) True, this is a very big deal https://t.co/nmJohlSybo - [@pequityresearch on X](https://x.com/pequityresearch/status/2109300490370494888) Morgan Stanley: our channel checks suggest that AMD's Venice CPU could go for full CoWoS-like packaging at ASE Group. $ASX $AMD - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109297980348240367) SK hynix paid $8.8 BILLION for Intel's NAND business in 2021 and now it could be worth over 10x that. According to Korean media, Solidigm has reportedly picked Goldman Sachs and Morgan Stanley to lead… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2109236535090434110) With the Singapore Grand Prix in a few hours, I can't help but draw comparisons to the financial markets and the AI trade. One slow pitstop or a miscalculated overtake can undo weeks of preparation an… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109090102995755173) Morgan Stanley has TSMC's optical engine shipment increasing to 73.87 million units in 2028, up from 0.39 million in 2026. $TSMC https://t.co/i3BhqwJdGX - [@xmaquina on X](https://x.com/xmaquina/status/2108829932449394855) More than 1,000 companies potentially developing humanoids. Now Morgan Stanley is talking about a $40 trillion labor market. We’ve been building our position in humanoid robotics for years. Still earl… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108667568726700328) Morgan Stanley: Coherent is being considered as one of the key FAU (or total solution/fiber kit) suppliers to NVIDIA for Rubin NVL576. $COHR $NVDA https://t.co/Kr0xzCJ5PE - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2108650800973218041) $SPY bounced back today, up about 0.6% to around $779 after two straight losing sessions, as the OpenAI revenue scare cooled off and oil prices eased. Here are the top stories of the day. 1. Bloomberg… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108606415870873913) Morgan Stanley: Samsung to see its HBM ASP increases 83.4% YoY to $3.66/GB in 2027. $MU $DRAM $EWY - [@pequityresearch on X](https://x.com/pequityresearch/status/2108591819747688463) Morgan Stanley expects Corning, Coherent, and TFC to have larger roles than FOCI in NVIDIA's CPO programs in Rubin NVL576 generation. $GLW $COHR - [@pequityresearch on X](https://x.com/pequityresearch/status/2108198226558140918) Morgan Stanley: We see the major customers of EMIB-M being Trainium3, upcoming Trainium 4 and its in-house server CPU. Average EMIB-T capacity is around 5kwpm in 2026, which we expect to further scale… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107943044771373333) Morgan Stanley believes Toshiba's capacity expansion is too aggresive based on people they spoke to: "We estimate a doubling of capacity would take 2+ years, and Toshiba (and the HDD industry more bro… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107835587163996635) Morgan Stanley Tech Talk: Optics > Expect companies like AMS-Osram and Sumitomo to compete with likes of Lumentum and Coherent in NPO. > FCC decision in coming 1 month (likey) to come on 3.2T transcei… - [@tslaming on X](https://x.com/tslaming/status/2105135770915033527) GOOD NEWS 🚨 Morgan Stanley analyst Andrew Percoco estimates that autonomous Semis could generate roughly $17 billion in annual software revenue by 2040 for $TSLA 🔥 Crucially, this projection covers … - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2103145113853530367) “Where were you when the robots came?” Morgan Stanley’s Adam Jonas thinks combining AI and robotics could multiply global GDP eight to ten times “before you and I retire.” https://t.co/3mELAaORJd - [@HumanoidAn on X](https://x.com/HumanoidAn/status/2102788527327179241) A standing ovation is nice. A repeat order is better. 🤖 Humanoid robots have five potential markets: research, AI training, industry, homes and defense. Shipments show who’s buying. Repeat deployment… - [@pequityresearch on X](https://x.com/pequityresearch/status/2102142574144225688) Morgan Stanley: BoM of VR200 shows memory costs increasing by 435% compared to GB300, and memory as % of BoM up from ~10% to ~26%. $NVDA $MU $DRAM - [@pequityresearch on X](https://x.com/pequityresearch/status/2101012376929902807) Morgan Stanley: By 2027, AI server MLCC demand will likely reach ~$1 billion, meaningfully above our previous forecast of ~$550 million by 2030. $NVDA $DELL $AMD $GOOGL $HPE - [@pequityresearch on X](https://x.com/pequityresearch/status/2100935117804093663) Morgan Stanley believes the robotics actuator TAM can grow from $21.8 billion in 2025 to $94 billion in 2030, $1.3 trillion in 2040, and $3.8 trillion in 2050. - [@pequityresearch on X](https://x.com/pequityresearch/status/2100423245371420989) Morgan Stanley: total MLCC content per rack increases from $4,664 for GB300 to $12,411 for VR200, or +166%. $NVDA - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2100041987709960594) Three humanoid robots. Three different approaches to factory work. Xiaomi’s CyberOne is working around bins and material handling inside an automotive factory. Tesla Optimus picks up an 11 kg battery … - [@pequityresearch on X](https://x.com/pequityresearch/status/2099880167032205360) Morgan Stanley has the global PCB TAM growing to $135 billion in 2030, up from $58 billion in 2025, or a CAGR of 18%. $TTMI - [@pequityresearch on X](https://x.com/pequityresearch/status/2099653925817213354) Morgan Stanley: CSP CapEx to increase to $1.5 trillion in 2027, of which 53% will be for memory alone or $795 billion. $DRAM $EWY $MU $MSFT $META $AMZN $GOOGL - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2098157429972500706) If compute is the biggest moat in AI, shouldn't we be buying OpenAI and Anthropic? Dylan Patel puts OpenAI at roughly 2 gigawatts entering 2026 and Anthropic slightly below, with both above 5 by year … - [@pequityresearch on X](https://x.com/pequityresearch/status/2098037274533347530) Morgan Stanley: CapEx of GW for Rubin Ultra is $50 billion, compared to $39 billion for GB300 and $27 billion for TPUv7. $NVDA $GOOGL - [@pequityresearch on X](https://x.com/pequityresearch/status/2097876521335611759) Morgan Stanley sees neocloud capex rising to ~$94 billion in 2027, up from ~$69.3 billion in 2026. $NBIS $IREN $CRWV https://t.co/Amt8ZiFqXp - [@SparXPodcast on X](https://x.com/SparXPodcast/status/2095127968754618597) Will a billion humanoid robots be ready by 2030? No, and the arithmetic is not close. The world shipped about 13,000 humanoid robots in 2025, roughly 85% of them Chinese. AGIBOT and Unitree did over 5… - [@smsehy on X](https://x.com/smsehy/status/2095119584890085731) Morgan Stanley estimates building an Optimus Gen 2 costs $45,500 using China's supply chain, versus $131,800 without it. That $86,300 delta is not simply raw neodymium pricing. It reflects fifteen yea… - [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825) Today’s Stocks Berkshire HathawayBRK.B $502.87-2.13(-0.42%) JPMorgan ChaseJPM $355.95-1.68(-0.47%) VisaV $380.67-0.94(-0.24%) Eli Lilly & CoLLY $1,155.73-18.88(-1.61%) MastercardMA $592.53-2.77(-0.47%… - [@GordonJohnson19 on X](https://x.com/GordonJohnson19/status/2092187012283437167) A robot built by Beijing's X-Humanoid ran 100 meters in 9.39 seconds on Saturday. Bolt's record is 9.58. Elsewhere at those games, robots tripped, came apart, and one caught fire. Everyone is quoting … --- Source: Roboterminal · https://roboterminal.app/companies/morgan-stanley.md