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

📆 24/04/2024 20.20.00
📰 globeandmail

⏱ Reading Time:
23 sec. here
49 min. at publisher
📊 Quality Score:
News: 177%
Publisher: 92%

Canadian News Berita

Canada News,Breaking News Video,Canadian Breaking News

Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

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.

Tulis Komentar

Berita ini telah kami rangkum agar Anda dapat membacanya dengan cepat. Jika Anda tertarik dengan beritanya, Anda dapat membaca teks lengkapnya di sini. Baca lebih lajut:

Indonesia Berita Terbaru, Indonesia Berita utama

Similar News:Anda juga dapat membaca berita serupa dengan ini yang kami kumpulkan dari sumber berita lain.

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
Sumber: globeandmail - 🏆 5. / 92 Baca lebih lajut »