Morgan Stanley names likely winners from the AI-driven power shortfall
Morgan Stanley analysts single out Bloom Energy and Solaris as top beneficiaries of the electricity crunch created by AI data-center buildout.
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what happened
According to Dow Jones Newswires, citing Morgan Stanley analysts, Bloom Energy (BE) and Solaris Energy Infrastructure (SEI) are the top beneficiaries of the electricity shortfall tied to the AI buildout. On Monday, Bloom Energy shares were the best performer in the S&P 500. Bloom generates power on site using fuel cells, while Solaris uses natural gas-powered turbines.
The bank also named Cipher Digital, Hut 8, Riot Platforms and TeraWulf, companies that focused on bitcoin and have largely shifted to AI infrastructure and data-center development. The analysts raised their forecast for the global 2026-2028 net power shortfall to 38 gigawatts from 33 gigawatts.
They said the gap is real and constrains the buildout, but many investors expect companies to find ways around the bottlenecks.
why it matters
For markets, this signals that demand for fast power connections at data centers could support makers of onsite power equipment and former bitcoin miners now pivoting to AI. The analysts also flagged limits, including labor shortages and what grid optimization can deliver. Bloom Energy's gain of more than 140% this year already reflects part of these expectations.
market impact
Bloom Energy, Solaris and ex-bitcoin miners: demand for onsite power for data centers supports their shares
tags
instruments
sources
- These energy stocks are poised to profit from an imminent AI power crunch — Dow Jones Newswires, 26 October 2026 at 18:10 UTC
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