# AI race may depend more on access to power, infrastructure than chip supply: Morgan Stanley

- Source: Economic Times
- Published: 2026-10-17T11:02:52+00:00
- Category: Business
- Original: https://economictimes.indiatimes.com/markets/us-stocks/news/ai-race-may-depend-more-on-access-to-power-infrastructure-than-chip-supply-morgan-stanley/articleshow/135012540.cms
- Canonical: https://groundlevelnews.com/story/ai-race-may-depend-more-on-access-to-power-infrastructure-than-chip-su-7579a5/

According to Morgan Stanley's latest analysis, the burgeoning AI infrastructure market is on track to experience a dire electricity shortfall by 2028. This impending shortage poses a serious risk for smaller enterprises striving to keep pace with their larger counterparts. A predicted 32-gigawatt power deficit threatens data-center development and chip deployment. While global strategies might be

_Ground Level News shows a short summary only; the full article and all rights belong to Economic Times._