According to Morgan Stanley, U.S. data centers may face a power shortfall of approximately 32 GW, representing 34% of required supply, by 2028. This highlights electricity availability as a critical constraint on AI computing capacity expansion. The prolonged timelines for grid interconnections and transmission upgrades, typically spanning four to seven years, conflict with the shorter demands of new AI data center developments. Texas and Louisiana are now considering potential moratoria on new projects, with market pricing reflecting heightened concerns over energy constraints in these regions.
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