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Hyperscalers will increasingly get their power off-grid, says Morgan Stanley's Stephen Byrd
CNBC Television· 2026-03-09 22:22
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 ...
X @Investopedia
Investopedia· 2025-09-14 23:00
A bottleneck is a point of congestion in a production system that prevents the system from functioning at full capacity. Learn more about bottlenecks in manufacturing. https://t.co/OcuRMINZid ...