MORGAN STANLEY WARNS 12GW OF US DATA-CENTER CAPACITY AT RISK Morgan Stanley estimates that 12 gigawatts of planned US data-center capacity could face delays by 2030 following Democratic midterm victories. 🔸 2027 projects: Largely unaffected 🔸 2028 capacity at risk: 4.9GW 🔸 Total at risk by 2030: 12GW The bank expects new state-level requirements, particularly in Texas and Ohio, to slow project approvals.(彭博社)