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Morgan Stanley: AI Financing and Energy Financing Are Converging — The Era of "Power + Computing" Is Coming

MarsBitNews
Mars Finance News, Morgan Stanley's latest research report indicates that as electricity becomes a key bottleneck for AI expansion, the boundary between AI financing and energy financing is rapidly blurring. Power equipment delivery, grid connection backlog, labor shortages, and water resource shortages are reshaping the logic of data center construction. Morgan Stanley points out that companies with stable computing power resources may gain greater pricing power. (Cailian Press)
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