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Morgan Stanley Asks: Has AI Made The US Economy Inelastic

There’s a term for demand that’s relatively insensitive to price: inelasticity. You often find it in things that are essential (electricity) or deeply desired (concert tickets).

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Morgan Stanley Asks: Has AI Made The US Economy Inelastic

There’s a term for demand that’s relatively insensitive to price: inelasticity. You often find it in things that are essential (electricity) or deeply desired (concert tickets).

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Morgan Stanley questions AI's impact on US economic elasticity

Morgan Stanley projects $800B in AI-related capex from US tech firms in 2026—nearly double prior estimates—noting that demand for chips, copper, and power equipment keeps rising despite 40–300% price surges. For tech and finance leaders, this "price-insensitive" spending pattern signals persistent inflationary pressure and potentially elevated interest rates, complicating debt-financed infrastructure decisions.

Timeline cronologica

martedì 26 maggio 2026·zerohedge.com
Morgan Stanley Asks: Has AI Made The US Economy Inelastic
There’s a term for demand that’s relatively insensitive to price: inelasticity. You often find it in things that are essential (electricity) or deeply desired (concert tickets).
martedì 26 maggio 2026·cryptobriefing.com
Morgan Stanley questions AI's impact on US economic elasticity
Morgan Stanley says AI capital spending is 'uniquely price insensitive,' with $800B projected for 2026 as input costs surge. Here's why that matters.