Morgan Stanley raises forecast for US AI power gap: calls out "shortening electrification cycle" for power plant stocks, names Nvidia (NVDA.US) as the top semiconductor pick amid the "power shortage bottleneck"

Morgan Stanley raises forecast for US AI power gap: calls out "shortening electrification cycle" for power plant stocks, names Nvidia (NVDA.US) as the top semiconductor pick amid the "power shortage bottleneck"

智通财经2026/10/26 14:21

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According to Golden Ten Data APP, Morgan Stanley raised the projected net electricity shortfall for U.S. data centers in 2026–28 to 38GW in a thematic research report released on October 26, up from the previous estimate of 33GW. At the same time, Morgan Stanley pointed out that under the electricity shortfall, ASICs may lose market share relative to GPUs.

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Morgan Stanley raises forecast for US AI power gap: calls out "shortening electrification cycle" for power plant stocks, names Nvidia (NVDA.US) as the top semiconductor pick amid the "power shortage bottleneck"

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