Hyperscalers will increasingly get their power off-grid, says Morgan Stanley's Stephen Byrd

Joining us now to connect the dots, Steven Bird. He is global head of thematic and sustainability research at Morgan Stanley. Welcoming you on set.>> Pleasure. >> Stephen, great to see you in person. Thank you.>> Is there a price point, this one or another one. >> Yes. >> Because the AI revolution's powered literally halfway by natural gas.Is there a price point that kills that. >> I think we can absorb higher gas prices because the cost of power is a small part of the overall data center economics. Or put ...