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

📅 2026-10-17 | 📰 Economic Times Markets
#banking-finance #race #may #depend

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...

Read more: https://economictimes.indiatimes.com/markets/us-st...