New and exciting opportunities are arising to provide power for AI: Morgan Stanley's Stephen Byrd

Now, according to the latest note from Morgan Stanley strategist Steven Bird, we are likely about 49 gawatts or so of power short to make all these AI dreams happen. Now, gigawatts can be confusing very very roughly. 1 gawatt is about 750,000 American homes worth of power. So, we're kind of talking about 40 million homes equivalent worth of electricity.That would be enough to basically power three times all the homes in Texas. So, how do we hit that supply and what companies may ultimately benefit Steven Bi ...