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Morgan Stanley: AI Data Centers to Face 38 GW Power Shortfall

Key takeaways

  • Morgan Stanley projects a 38 gigawatt power shortfall for AI data centers by 2028, potentially spurring innovation in energy solutions and infrastructure
#Energy#AI#Infrastructure

Analysis

Morgan Stanley projects a 38 gigawatt power shortfall for AI data centers by 2028, potentially spurring innovation in energy solutions and infrastructure

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