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Morgan Stanley Says AI Data Centers Face a 38-Gigawatt Power Gap. These Industrial Stocks Fill It.

The Motley Fool·
Morgan Stanley Says AI Data Centers Face a 38-Gigawatt Power Gap. These Industrial Stocks Fill It.

Morgan Stanley estimates U.S. data centers will need 68 gigawatts of power by 2026-2028, with a 38-gigawatt shortfall. This creates significant opportunities for industrial companies supplying power generation, distribution, and cooling equipment. GE Vernova, Eaton, and Vertiv are positioned to benefit from surging demand for turbines, electrical infrastructure, and thermal management systems needed to close the power gap.

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