【Moo News】 Delayed, not canceled. Is Wall Street overreacting to the AI infrastructure slowdown? Morgan Stanley estimates that 4.9GW of planned U.S. data center capacity will shift from 2028 to 2029, accounting for roughly 20% of expected additions that year. Yet its longer-term capacity forecast remains unchanged. Meanwhile, the Senate voted 73–25 to advance bipartisan legislation aimed at accelerating energy infrastructure approvals, another sign that Washington may be looking to manage AI expansion rather than stop it. For $NVDA, $AVGO, $MSFT, and other AI leaders, the distinction between delayed spending and lost demand could be significant. The AI buildout may be taking a detour, not hitting a dead end. Explore Morgan Stanley's latest outlook and the opportunities it's watching: https://t.co/dIE9VVzYXA Investing is risky. Content provided by Moomoo Technologies Inc.