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MORGAN STANLEY WARNS 12GW OF US DATA-CENTER CAPACITY AT RISK
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50Impact 50 of 100, routine
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The warning matters because data-center buildouts underpin AI infrastructure spending and the power-demand forecasts tied to it. Investors should watch for updated project timelines and power-procurement announcements from utilities and hyperscalers as the midterm outcome feeds into permitting and grid planning.
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Morgan Stanley (MS), US data-center capacity, Democratic midterm victories
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