Al companies are still figuring out how to make money. Wall Street already has. - Morgan Stanley $MS estimates Al-related capex could eventually reach $10 trillion. - Bank of America $BAC says it has helped raise nearly $500 billion for Al-related companies since 2025. - GoldmanSachs $GS calls it an Al capex super cycle. Think about where the money goes before an Al product makes $1: Debt. Equity. Data centres. Power. Chips. Leases. IPOs. Someone has to finance all of it: $JPM J.P. Morgan $GS Goldman Sachs $MS Morgan Stanley $C Citi $BAC Bank of America Everyone is searching for the company that wins Al. The banks don’t necessarily need to know.They can finance the race.
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