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The US faces a 38-gigawatt data center power shortfall between 2026 and 2028.

Morgan Stanley · made August 2026 · target Dec 2028 · Open

Unverified Only a secondary source was found; the original words were not read on a page.

As reported:Morgan Stanley projects a 38-gigawatt U.S. data-center power shortfall between 2026 and 2028

Morgan Stanley says data centers' big money era is over (Fortune)

The prediction

Who
Morgan Stanley
Made
August 2026
Target
Dec 31, 2028 (stated as "between 2026 and 2028")
Status
Openin 2 years
Source
Morgan Stanley says data centers' big money era is over (Fortune) Secondary: a report of what they said
Topics
Compute

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Sources: the source linked on each prediction, checked weekly; outcomes judged on the evidence linked. Logos via logo.dev; trademarks belong to their owners.

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