Saturday, 17 October, 2026
Power Takes the Lead over Processing
By TechShots Studio
According to a report by Morgan Stanley, the bottleneck in the global AI race is shifting from semiconductor availability to power and data center infrastructure. Analysts project a 32-gigawatt electricity shortfall for US data centers through 2028—roughly 34% of projected needs. The report highlights that expanding chip supply alone won't suffice, favoring deep-pocketed tech giants capable of securing land, grid connections, and sustained power access.
Read full story at LIVEMINT