Research · Updated 17 Oct, 03:34 pm IST
Morgan Stanley: AI race may hinge more on power and infrastructure than chips
Why it matters for readers: This explains why the AI race isn't only about chips—electricity and buildings matter too.
- Morgan Stanley says access to power, financing and data‑centre infrastructure could matter more than chip availability for AI expansion.1
- The report estimates US data‑centre developers could face a 32 GW power shortfall through 2028, about 34% of projected power requirements.1
- Rapid investment in AI infrastructure risks outpacing electricity availability and may advantage larger, better‑funded companies.1
- The research note frames the power constraint as a material risk to semiconductor and data‑centre deployment plans.1
Get a brief like this every morning
Uzha reads hundreds of sources and gives you the stories that matter for your work, with every source linked. Free.
Get started