AI Summary
Morgan Stanley's research indicates that the demand for AI is surpassing current computing capacity, with no oversupply expected in the near future. Analyst Michelle Weaver highlights the importance of labor and power in data center expansion and anticipates that companies will utilize a combination of open and closed AI models.
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- AI demand is currently exceeding available computing capacity, with little risk of oversupply in the near future, according to Morgan Stanley.
- Michelle Weaver, a US thematic research strategist, emphasizes the critical role of labor and power in the expansion of data centers.
- Weaver expects that companies will ultimately adopt a mix of both open and closed AI models.
open modelsclosed modelsai adoptioncomputing capacitycorporate strategy