MS · News · 20260825N

AI Infrastructure Financing Outlook

MORGAN STANLEY · 2026-08-25 · Importance 17 · Surprise 24

Morgan Stanley anticipates a significant wave of data-center contracts for powered-shell operators by October 2026. The expected demand is driven by AI customers seeking projects that can be energized before the end of 2027. The report also cites rising lease rates and favorable implications from the ERCOT classification process for several operators.