Morgan Stanley projects a 33 GW power gap for US data centers
BROBROK News · Based on reporting by DiarioBitcoin ·
Morgan Stanley expects US data center power demand to reach 97 GW by 2028, well above its earlier estimate. The bank also calculates a 33 GW supply shortfall, which could slow the buildout of AI infrastructure.
Key points
- Projected demand rises to 97 GW by 2028, according to the bank.
- That is 43% above Morgan Stanley's prior estimate.
- The firm sees a 33 GW supply gap, about 34% of expected demand.
- The analysis points to chip shipments, higher-power racks and AI growth.
- Bitcoin mining sites may be reused because they already have grid connections and power infrastructure.
Why it matters
For crypto markets, the notable angle is the possible reuse of BTC mining facilities for other energy-intensive workloads. The report also suggests electricity availability may become a bigger constraint than chip supply for AI infrastructure.
Original headline: “Morgan Stanley proyecta una brecha eléctrica de 33 GW para los centros de datos de EE. UU.”
Read the original on DiarioBitcoin
Summary and analysis written by BROBROK News from the original report. Read the full story on the source website. Not investment advice.