The mega-bucks infrastructure buildout gains steam

First Morgan Stanley, Now BofA To "Mobilize And Deploy" $250 Billion Into America's Infrastructure Supercycle

BofA deploys $250B into data centers, chips, and energy over 18 months; Morgan Stanley announced $1.5T over 10 years—signaling a sustained capex supercycle. For tech leaders, this means years of tight computing capacity and energy costs, requiring explicit supply-chain resilience in AI roadmaps.