A Beating AI flash carried by BlockBeats said Morgan Stanley sees people, power and politics as key risks to a U.S. AI infrastructure investment plan valued at up to $1.6 trillion. The report said local approvals, grid connections, electricity pricing and tax incentives could shape projects.
Power shortfall estimates
Morgan Stanley’s model indicated that the United States could face a net power shortfall of 32 gigawatts in 2028 and about 72 gigawatts in 2029, even after accounting for nuclear, gas-turbine and fuel-cell capacity.
Project delays versus demand loss
The report said Morgan Stanley remains constructive on AI infrastructure and expects power shortages to delay projects rather than eliminate demand. The figures and assessment are attributed to the source flash’s account of Morgan Stanley’s model.
Source: BlockBeats flash, carrying a Beating AI report.