Morgan Stanley lists stocks with 'underappreciated upside potential' from GenAI

Investing.com -- In a note to clients on Wednesday, Morgan Stanley identified stocks with"underappreciated upside potential" stemming from the rapid development of generative AI infrastructure in the US.

The demand for data centers is expected to outpace supply, particularly due to the volume of GenAI chips projected to hit the market by 2025. The bank also pointed to the carbon footprint associated with the growing data center industry, which will require decarbonization solutions.

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Morgan Stanley sees renewable stock rallying 50% on data center demand from tech industryThe case remains strong that load growth from data centers will be met in large part from renewables and batteries, according to Morgan Stanley.
Fuente: CNBC - 🏆 12. / 72 Leer más »