AI’s Power Problem Just Got a Number: 32 Gigawatts

Morgan Stanley reports a critical 32-gigawatt electricity shortage for U.S. data centers through 2028, creating a 34% power gap that threatens AI infrastructure expansion. While major chip makers like Nvidia and Broadcom can adapt, smaller suppliers face project delays. Analyst James Altucher suggests Elon Musk is addressing this by planning to run AI infrastructure in orbit using solar power, bypassing terrestrial power constraints.