US data‑centre developers

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1. 17 Oct
   Morgan Stanley: AI race may hinge more on power and infrastructure than chips

   A Morgan Stanley report warns that the global AI race could be decided by access to electricity, financing and data‑centre infrastructure rather than just chip supply. The bank estimates US data‑centre developers may face a roughly 32 GW power shortfall through 2028, about 34% of projected needs.

   Research · 1 source

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