⚠️ In US AI data centers hitting a hard energy wall.
Morgan Stanley research projects a 44 gigawatt power gap, that current grids and construction plans cannot fill. US data centers are expected to need 69 gigawatts of power between 2025 and 2028, but only 10 gigawatts are coming from projects with their own power and 15 gigawatts from spare grid capacity, leaving a 44 gigawatt shortfall.
That 44 gigawatts is roughly the output of 44 nuclear power plants and with $60B per gigawatt capex needed. Multiplying that by the 44 gigawatt gap gives about $2.6T just for new power generation and grid u
Morgan Stanley research projects a 44 gigawatt power gap, that current grids and construction plans cannot fill. US data centers are expected to need 69 gigawatts of power between 2025 and 2028, but only 10 gigawatts are coming from projects with their own power and 15 gigawatts from spare grid capacity, leaving a 44 gigawatt shortfall.
That 44 gigawatts is roughly the output of 44 nuclear power plants and with $60B per gigawatt capex needed. Multiplying that by the 44 gigawatt gap gives about $2.6T just for new power generation and grid u
