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<Research>M Stanley: Mkt Severely Underestimates AI Upside; Computing Power & Electricity Supply Gap Likely to Widen
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The market may be seriously underestimating the true explosive power and depth of the AI revolution, Morgan Stanley said in its report. Leading large language models (LLMs) are undergoing a non-linear capability leap, while the explosive growth of AI is colliding with systemic supply bottlenecks. The global gap in computing power and electricity demand is expected to widen over the long term and persistently. Citing data, the report highlighted that global weekly token usage surged by 250% in 1Q26 to 22.7 trillion, with some LLM providers already imposing usage limits on users. Morgan Stanley forecasts that future growth in computing power demand will be three times Nvidia (NVDA.US)'s projected annual compound supply growth rate, suggesting that the shortage of computing power will persist and intensify. As next-generation chips are launched, AI computing costs are also expected to nosedive, further unleashing demand. This implies long-term structural tailwinds for computing power suppliers, including chip manufacturers, optical communication firms, and data center equipment providers. Auto-translated by AI AASTOCKS Financial News |
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