Morgan Stanley's estimate of total data center power needs has doubled to 116GW, with the projected shortfall now at 70GW, up from 44GW in November 2025 and 36GW in December 2024. The figures were reported via a ZeroHedge post linking to an article on the U.S. electric grid falling behind AI demand.
Morgan Stanley Estimates AI Data Center Power Gap Grows to 70GW by 2028AI News
Morgan Stanley's estimate of total data center power needs has doubled to 116GW, with the projected shortfall now at 70GW, up from 44GW in November 2025 and 36GW in December 2024. The figures were reported via a ZeroHedge post linking to an article on the U.S. electric grid falling behind AI demand.