According to Morgan Stanley: US Data Centers Face Massive Energy Shortage

By with∅ut-me 06.10.2026 at 14:26 Uhr Companies & Markets IT & Internet
TL;DR AI-generated Morgan Stanley analysts predict a 32 GW energy gap for US data centers by 2028, representing about one-third of demand. This could lead to reduced orders for hardware manufacturers, excluding Nvidia and Broadcom.

Source: golem.de

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