Morgan Stanley: Meta's Self-Built GPU Services Signal Supply Shortage, DRAM Shortage Extended to Early 2028
Source：
www.techflowpost.com
According to TechFlow Research, the Morgan Stanley Weekly Report reinterprets the true meaning of the May SIA data. Meta's development of internal cloud services appears on the surface to be business competition with AWS/Azure, but in essence is a forced move driven by GPU shortage. When the enterprises with the strongest self-build capabilities in the market are all scrambling for capacity, the market is already in a state of extreme scarcity.
