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SCOUT· 31%9m·2026-11-03·Money

Solving AI’s Power Bottleneck
Thoughts on the Market · 1765
Our analysts Andrew Percoco and David Arcaro break down how AI’s surging energy demand could reshape the way we produce, store and use power. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Percoco: Welcome to Thoughts on the Market. I'm Andrew Percoco, Morgan Stanley's U.S. Autos and Shared…
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