📰 ET Markets ⚪ NEUTRAL 🕒 17 Oct 2026, 04:32 PM IST

AI race may depend more on access to power, infrastructure than chip supply: Morgan Stanley

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Core Development: AI race may depend more on access to power, infrastructure than chip supply: Morgan Stanley

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Market & Financial Impact: 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.

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Actionable Insight: Monitor price volume action at market open; check key technical support/resistance levels.

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Official Publisher Attribution: This report is aggregated from Economic Times. ZeroLive provides live aggregation, automated sentiment synthesis, and exchange disclosure monitoring for retail market participants.

Read Original Full Coverage on Economic Times ↗

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AI race may depend more on access to power, infrastructure than chip supply: Morgan Stanley

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