Morgan Stanley Flags Labor, Power and Political Risks to AI Buildout

Morgan Stanley sees shortages of skilled workers, limited electricity access and political resistance as risks to the pace of AI data center construction alongside its $1.583 trillion investment projection for 2027. The projection covers global AI computing investment by hyperscalers and neocloud companies. Of the projected $1.583 trillion, $1.388 trillion is cash capital spending and $195 billion is lease investment. It is not an estimate of spending on every part of AI infrastructure. The three constraints concern how quickly planned facilities can be built.

Source: TokenPost