{
  "id": 3596842,
  "title": "How Much More Power Do AI Data Centers Need Right Now? Morgan Stanley Says 38 Gigawatts. Here Are 3 Stocks Cashing In on That Opportunity.",
  "url": "https://urgent.news/2026/08/26/how-much-more-power-do-ai-data-centers-need-right-now-morgan-stanley",
  "topic": "ai",
  "section": "AI",
  "published": "2026-08-26T21:05:00.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/08/26/how-much-more-power-do-ai-data-centers-need-right/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "Morgan Stanley's Michelle Weaver recently revealed a potential power shortage of approximately 38 gigawatts for artificial intelligence data centers by 2028. To put this into perspective, this amount of electricity would be enough to supply several dozen major cities or multiple AI data centers, depending on their size. Consequently, many AI data center owners and operators are taking action by establishing their own power generation solutions in conjunction with their facilities, presenting investment opportunities for industrial companies. In this report, let's examine three industrial firms offering standalone power generation solutions in response to the growing demands of the artificial intelligence industry.",
  "summary": "The world's electric utilities just aren't ready to provide all the power the artificial intelligence industry needs now and in the near future. Fortunately, there are alternative solutions.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Nasdaq Markets",
        "title": "How Much More Power Do AI Data Centers Need Right Now? Morgan Stanley Says 38 Gigawatts. Here Are 3 Stocks Cashing In on That Opportunity.",
        "url": "https://urgent.news/2026/08/26/how-much-more-power-do-ai-data-centers-need-right-now-morgan-stanley-3598427",
        "published": "2026-08-26T21:25:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}