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Morgan Stanley Projects $1.58 Trillion in AI Computing Investment for 2027

$1.58T
AI compute investment
The cash-flow gap is expected to be sharpest in 2027, while U.S. data centers could face a 32-gigawatt power shortfall by 2028.
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The cash-flow gap is expected to be sharpest in 2027, while U.S. data centers could face a 32-gigawatt power shortfall by 2028.