Morgan Stanley: The application of enterprise AI is accelerating, but the supply of computing power remains severely insufficient; the electricity gap may continue for several years.

According to the Zhiyu Finance APP, as the application of artificial intelligence (AI) in enterprises continues to deepen, an increasing number of companies have begun to see quantifiable returns from AI investments. However, Morgan Stanley believes that insufficient computing power is becoming a critical bottleneck restricting further expansion of the AI industry, and constraints related to electricity, labor, and political factors may cause this issue to persist in the coming years.