AI-related data centre expansion creates investment opportunity in this power generation stock says Morgan Stanley

Morgan Stanley analyst Andrew Percoco believes artificial intelligence -related data centre growth will create profit expansion for specific power generators,

“MS Research Analyst Andrew Percoco believes that there is a significant mismatch between the rapid growth of GenAI power needs and the slow growth in power grid infrastructure. Furthermore, Andrew highlights that given the large amount of capital deployed on these new, very large data centers, and given the rapid pace of GenAI chip innovation, there is tremendous value for data center owners to connect to a power source as quickly as possible.

مصر أحدث الأخبار, مصر عناوين

Similar News:يمكنك أيضًا قراءة قصص إخبارية مشابهة لهذه التي قمنا بجمعها من مصادر إخبارية أخرى.

Oil stock outperformance to continue, says Morgan Stanley chief investment officerDaily roundup of research and analysis from the The Globe and Mail’s market strategist Scott Barlow
مصدر: globeandmail - 🏆 5. / 92 اقرأ أكثر »