SniggleFritz
Sep 21, 6:06 PM
$CIFR $CIFU Morgan Stanley just raised the U.S. data-center power shortfall to 33 GW through 2028.
Grid can’t clear it. Behind-the-meter + existing interconnections will.
$CIFR already has ~907 MW operating/contracted (AWS, Fluidstack/Google), 270 MW approved for 2027, a multi-GW Texas pipeline, and gas laterals aimed at 2.5 GW of onsite generation — in the exact region MS flags.
Power is the bottleneck. Cipher is selling it.
https://blockspace.media/insight/morgan-stanley-data-center-shortfall/
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