Morgan Stanley sees 33 GW U.S. data center power shortfall through 2028 as NVIDIA's Rubin Ultra pushes rack power toward 600 kW

Morgan Stanley now forecasts a 33 GW U.S. data center power shortfall through 2028, driven by NVIDIA's Rubin Ultra pushing rack power toward 600 kW. The bank argues already-energized sites are more valuable, with each year saved waiting for power worth roughly $4.50/W.

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