The $2.9 Trillion Question: Who Will Power the AI Revolution?

Market Intelligence Analysis

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Why This Matters

The AI revolution requires a significant $2.9 trillion investment for data centers, with at least $1 trillion coming from debt, raising concerns about energy funding for these centers.

Market Impact

Market impact analysis based on bearish sentiment with 73% confidence.

Sentiment
Bearish
AI Confidence
73%

Article Context

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While the market is finally starting to grapple with the most unpleasant question of who will plug the funding gap needed to build out all the data centers required to make the AI dream a reality, a gap which Morgan Stanley recently calculated would be as large as $2.9 trillion in capex funding needs, of which at least $1 trillion will come in the form of debt (and mostly private debt)... ... there is another, just as critical question: who will fund the energy buildout that powers these data centers? Recall, last December Morgan Stanley…

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Original article published by OilPrice.com on November 11, 2025.
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