Morgan Stanley estimates 70 GW power shortfall for US data centers by 2028
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Alarm by Morgan Stanley: The United States will lack 38 gigawatts of electricity by 2028. Without workers and new power stations, the $3,100 billion allocated to artificial intelligence is likely to be blocked. The article Alarm by Morgan Stanley: the United States lacks 38 gigawatts of power, the race of artificial intelligence risks to stop against the wall of electrical networks comes from Economic Scenarios.
Morgan Stanley projects that electricity demand for U.S. data centers will reach 97 gigawatts by 2028, 43% more than in his previous estimate. The bank calculates a supply gap of 33 gigawatts, equivalent to about 34% of that demand, and points out that getting enough energy could limit the expansion of AI infrastructure.
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