Morgan Stanley forecasts 13-40GW data center power shortfall through 2028

Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 | Morgan Stanley uh in a report recently announced there's a power short a shortfall of for 20% of the data centers. Now, the minimum they had was 13 gawatt. They also said it could be as much of a shortfall of 404 gawatt through 2028.

Morgan Stanley uh in a report recently announced there's a power short a shortfall of for 20% of the data centers. Now, the minimum they had was 13 gawatt. They also said it could be as much of a shortfall of 404 gawatt through 2028.

Beneficiaries (23)

Adverse (6)

{
  "nia": false,
  "qty": "13GW minimum, up to 40GW shortfall (20% of data centers)",
  "url": "https://www.youtube.com/watch?v=uOGHXAfvK8w",
  "mode": "CITED_PREDICTION",
  "role": "Cited-Firm",
  "caveats": "Transcript says 404 gawatt which appears to be a transcription error",
  "context": "Morgan Stanley uh in a report recently announced there's a power short a shortfall of for 20% of the data centers. Now, the minimum they had was 13 gawatt.",
  "to_year": 2028,
  "cited_by": "Peter Diamandis",
  "verbatim": "Morgan Stanley uh in a report recently announced there's a power short a shortfall of for 20% of the data centers. Now, the minimum they had was 13 gawatt. They also said it could be as much of a shortfall of 404 gawatt through 2028.",
  "conv_cues": "announced",
  "direction": "NUMERIC_TARGET",
  "from_year": 2026,
  "timeframe": "Through 2028",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Morgan Stanley publishes 13-44GW shortfall forecast",
      "notes": "HIT — Morgan Stanley confirmed 13GW (with mitigations) to 44GW (without) range; 20% shortfall figure aligns.",
      "source": "https://finance.yahoo.com/news/morgan-stanley-sees-20-shortage-135922617.html",
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      "confidence": 0.99,
      "source_url": "https://finance.yahoo.com/news/morgan-stanley-sees-20-shortage-135922617.html",
      "expected_date": "2026-03-15",
      "observed_date": "2026-03-01",
      "research_origin": "deep_research",
      "measurement_criterion": "Morgan Stanley research publishes US data center power shortfall through 2028 with low end ~13GW (with all Time-to-Power solutions) and high end ~44GW (without)"
    },
    {
      "kind": "llm_pre_event",
      "label": "Morgan Stanley AI Power Supply Summit highlights off-grid trend",
      "source": "https://longbridge.com/en/news/268690432",
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      "ordinal": -6,
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      "confidence": 0.95,
      "source_url": "https://longbridge.com/en/news/268690432",
      "expected_date": "2026-04-01",
      "observed_date": "2026-04-01",
      "research_origin": "deep_research",
      "measurement_criterion": "Morgan Stanley hosts/publishes AI Power Supply Summit findings: increased off-grid preference + energy storage as standard config"
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      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
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      "label": "Recursive self-improvement is already happening now (no longer three years out)",
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    {
      "kind": "llm_pre_event",
      "label": "Morgan Stanley revises shortfall to 72GW by 2030",
      "source": "https://www.linkedin.com/posts/bkindig_morgan-stanley-now-projects-data-centers-activity-7403421781509840896-jR0l",
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... (truncated)