- Morgan Stanley's recent report highlights that the construction of AI infrastructure in the U.S. is driving a new phase of domestic electricity demand, with supply capacity potentially limiting industry expansion.
- By 2028, total electricity demand from U.S. data centers is projected to reach approximately 69 GW, with a significant shortfall of about 44 GW, equivalent to the output of 44 nuclear power plants.
- The report suggests various "Time to Power" solutions to address this gap, including gas turbine projects and converting Bitcoin mining facilities into AI data centers, which could significantly reduce the electricity shortfall.
