According to CoinMeta, Morgan Stanley indicates that it expects supercomputing spending to reach $3.4 trillion in the next two years and advises investors to buy when the AI stock price falls. The bank's latest report states that investors have overreacted to potential delays in data centers in Texas and Ohio. Morgan Stanley's construction outlook for 2027 remains unchanged, with the expectation that the United States will add 27.6 gigawatts of power by 2029, a 38% increase from 19.9 gigawatts in 2028. In addition, it is estimated that about 20% (approximately 5 gigawatts) of the planned U.S. data center capacity for 2028 will be postponed to 2029. The bank also predicts that by 2028, there will be a shortage of more than 30% in data center power capacity, making sites that are already connected to the grid more valuable. Morgan Stanley still expects supercomputing companies to spend $1.6 trillion and $1.8 trillion in 2027 and 2028, respectively.