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Wall Street's fear of an AI slowdown is 'laughable,' Morgan Stanley says
- Wall Street's fear of an AI slowdown is 'laughable,' according to Morgan Stanley.
- Morgan Stanley dismisses concerns of lower AI spending, citing increased demand for chips.
- Citing comments from OpenAI and Alphabet, Morgan Stanley argues there is a strong need for more inference chips.
- Despite supply constraints, Morgan Stanley expects significant growth for Nvidia in 2026.
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