AI race faces new roadblock as power access overtakes chip supply
- Morgan Stanley says access to electricity and data centre infrastructure could shape the global AI race.
- US data centre developers could face a 32-gigawatt power shortfall through 2028, the report estimates.
- The shortage could make it harder for smaller companies to compete with financially stronger technology giants.
- Morgan Stanley warns chip orders could be delayed or cancelled if data centres cannot deploy the chips.
Source: livemint.com
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