Executive Summary
Morgan Stanley identifies a systematic mismatch between compute demand and supply as the defining investment dynamic for 2026. Their analysis reveals a 47 gigawatt power shortfall for data centers, compressing to 10-20% even after innovative solutions. The firm's thematic categories outperformed MSCI World by 16% and S&P 500 by 27% in 2025, with multipolar world dynamics driving the top three performers: critical minerals, AI semiconductors, and defense. A critical political shift is emerging as...
Key Investment Opportunity
Off-Grid Power Generation for Data Centers
Companies providing off-grid power solutions can bypass consumer rate impact concerns while addressing the 47 gigawatt power shortfall
...and 2 more investment opportunities
This is a preview. Log in to see the full analysis including investment opportunities, risks, catalysts, and detailed insights.