AI capital expenditure is driving GDP growth even harder than expected. Morgan Stanley's latest report has revised its previous estimates: this year, AI investment's contribution to the global economy will rise from 2% to 2.5%, and it might even surpass 3% next year. This growth in numbers shows that AI is evolving from a mere 'efficiency tool' into a solid 'economic engine.' The next variable to watch is whether this expansion in capital expenditure can translate into equivalent productivity output within the hardware delivery cycle.