According to the Morgan Stanley Research Report, the Democratic Party won control of both houses of Congress in the US midterm elections, and the election results may bring more challenges to investment in artificial intelligence infrastructure. Although these developments may put pressure on recent AI market sentiment, Morgan Stanley anticipates that the AI capital expenditure cycle will continue.

According to the Morgan Stanley Research Report, the Democratic Party won control of both houses of Congress in the US midterm elections, and the election results may bring more challenges to investment in artificial intelligence infrastructure. Although these developments may put pressure on recent AI market sentiment, Morgan Stanley anticipates that the AI capital expenditure cycle will continue.