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

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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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