AI’s next big constraint isn’t chips—And Morgan Stanley is calling it ‘coin of the realm’

    AI’s next big constraint isn’t chips—And Morgan Stanley is calling it ‘coin of the realm’

    Morgan Stanley says the real bottleneck to AI growth is no longer semiconductors. Instead, power supply is emerging as the biggest constraint for data center expansion in the US. The brokerage calls reliable energy the “coin of the realm” for 2026, as demand for compute accelerates faster than electricity infrastructure can keep up. Power shortage…

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    Reliance Industries Gross Debt Rises 7 pc At Rs 3.47 Lakh Crore In FY25, Net Debt Hits Rs 1.17 Lakh Crore

    Reliance Industries Gross Debt Rises 7 pc At Rs 3.47 Lakh Crore In FY25, Net Debt Hits Rs 1.17 Lakh Crore

    New Delhi: Reliance Industries Limited’s (RIL) gross debt and net debt for the financial year 2024-25 stood at Rs 3.47 lakh crore (USD 40.7 billion) and Rs 1.17 lakh crore (USD 13.7 billion) respectively, according to the company’s integrated Annual Report 2024-25. The company had registered Rs 3.24 lakh crore in gross debt in FY24….

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    Now Is The Time To Invest In India’s Long-Term Outlook Growth Story: Morgan Stanley

    Now Is The Time To Invest In India’s Long-Term Outlook Growth Story: Morgan Stanley

    New Delhi: Global brokerage Morgan Stanley has reaffirmed its positive long-term outlook on Indian equities, highlighting that India is likely to outperform in a global bear market scenario. According to a note by the brokerage, the opportunity to invest in India’s long-term structural growth story is now, though it will require patience, given the potential….

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    We will be among the best-performing markets in 2025: Morgan Stanley estimates – Sensex may climb 28% in 1 year to cross 1 lakh

    We will be among the best-performing markets in 2025: Morgan Stanley estimates – Sensex may climb 28% in 1 year to cross 1 lakh

    Mumbai23 minutes ago copy link American brokerage firm Morgan Stanley estimates that India’s economy will remain stable. India could be one of the best performing emerging markets in 2025 due to strong domestic investment. If the current market trend continues, the Sensex can touch the level of 1,05,000 in a year. This represents a 28.5%…

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    Investment in equity gives highest returns in long term: Morgan Stanley report – Wealth of Indian families increased by ₹ 717 lakh crore in 10 years

    Investment in equity gives highest returns in long term: Morgan Stanley report – Wealth of Indian families increased by ₹ 717 lakh crore in 10 years

    New Delhi6 minutes ago copy link Indian investors have earned more by investing in equities than returns from property and gold. Equity investment has given the highest returns in any 5 year period between the last 1 year to 25 years. According to a study by American financial services company Morgan Stanley, the returns from…

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