Small Cap Snipa(@SmallCapSnipa):Morgan Stanley: Global chip sales forecasts imply data center power requirements grow to 257 GW by 2028 & 378 GW by 2029. These figures represent gross power requirements and do not account for potential constraints on available power supply. $NVDA $MU $NBIS $IREN $CIFR $CRWV

Small Cap Snipa

@SmallCapSnipa

Stock market research. AI / data centers / power infra / cloud compute. NFA

Joined February 2021

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Small Cap Snipa@SmallCapSnipa

2026.09.27 14:59

Morgan Stanley: Global chip sales forecasts imply data center power requirements grow to 257 GW by 2028 & 378 GW by 2029. These figures represent gross power requirements and do not account for potential constraints on available power supply. $NVDA $MU $NBIS $IREN $CIFR $CRWV