AI race may depend more on access to power, infrastructure than chip supply: Morgan Stanley
According to Morgan Stanley's latest analysis, the burgeoning AI infrastructure market is on track to experience a dire electricity shortfall by 2028. This impending shortage poses a serious risk for smaller enterprises striving to keep pace with their larger counterparts. A predicted 32-gigawatt power deficit threatens data-center development and chip deployment. While global strategies might be...
Key Takeaways
- According to Morgan Stanley's latest analysis, the burgeoning AI infrastructure market is on track to experience a dire electricity shortfall by 2028.
- This impending shortage poses a serious risk for smaller enterprises striving to keep pace with their larger counterparts.
- A predicted 32-gigawatt power deficit threatens data-center development and chip deployment.
According to Morgan Stanley's latest analysis, the burgeoning AI infrastructure market is on track to experience a dire electricity shortfall by 2028. This impending shortage poses a serious risk for smaller enterprises striving to keep pace with their larger counterparts. A predicted 32-gigawatt power deficit threatens data-center development and chip deployment. While global strategies might be an option for some, the internal power dilemmas in the U.S. will persist.
Original Publisher Attribution
This summary was curated from Economic Times.