Morgan Stanley: US datacenter power gap equals six New York Cities
FinanceYF5 · x · 2026-09-23
Morgan Stanley projects datacenter power demand reaching 257GW by 2028, with a 30-40% gap between US supply capability and sales forecasts. With NYC's base load at 5.5-6GW, the US is effectively missing six New York Cities' worth of power.
Related event: Morgan Stanley: US Data Center Power Gap Equals Six New York Cities(2 posts)→
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