News Formal

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

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

Canadian News News

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.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 5. in NG

Nigeria Nigeria Latest News, Nigeria Nigeria Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

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
Source: globeandmail - 🏆 5. / 92 Read more »