AI Evolution Express | Morgan Stanley: AI Data Center Investments May Reach $5 Trillion by 2030

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The State Council meeting emphasized leading technological innovation through practical applications and continuing to deepen the "Artificial Intelligence +" initiative; the Ministry of Culture and Tourism released a list of pilot projects for related applications; the China Academy of Information and Communications Technology jointly issued the "Embodied Intelligence Development Report (2026); Morgan Stanley predicts that investments in AI data centers could reach $5 trillion by 2030.

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CBN News 2026-10-16 20:49:08

Editor: Tang Yanbei

① State Council Executive Meeting: Emphasizing the use of practical applications to drive technological innovation, continuously deepening and expanding the "Artificial Intelligence +" initiative; ② Ministry of Culture and Tourism releases the list of pilot projects for "Artificial Intelligence + Culture and Tourism"; ③ China Academy of Information and Communications Technology's Institute of Artificial Intelligence jointly releases the "Embodied Intelligence Development Report (2026); ④ Morgan Stanley: AI Data center investments may reach $5 trillion by 2030; ⑤ REDnote officially announces the integration of AI departments with core infra teams; ⑥ Zhongkong Technology reaches a strategic partnership with Alibaba Cloud; ⑦ Jinyi Technology collaborates with Beihang University to release a transportation world model.

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