Morgan Stanley's Michelle Weaver said that the application of artificial intelligence by enterprises is increasingly producing substantial results, but limited computing power supply is still a bottleneck limiting growth. “We are very short on supply. We are seeing computing power becoming a limited resource,” said Weaver, an American subject research strategist at Morgan Stanley. “Electricity bottlenecks, political bottlenecks, labor bottlenecks — these are factors that will limit supply for years to come.” As the pace of adoption of AI by companies accelerates, Weaver made this judgment in an interview. She said that 25% of S&P 500 companies can now quantify measurable returns from AI investments, up from 14% a year ago. Data center financing is also abundant, as exemplified by Nvidia's partnership with Wall Street financial institutions to raise $500 billion for AI infrastructure.

Morgan Stanley's Michelle Weaver said that the application of artificial intelligence by enterprises is increasingly producing substantial results, but limited computing power supply is still a bottleneck limiting growth. “We are very short on supply. We are seeing computing power becoming a limited resource,” said Weaver, an American subject research strategist at Morgan Stanley. “Electricity bottlenecks, political bottlenecks, labor bottlenecks — these are factors that will limit supply for years to come.” As the pace of adoption of AI by companies accelerates, Weaver made this judgment in an interview. She said that 25% of S&P 500 companies can now quantify measurable returns from AI investments, up from 14% a year ago. Data center financing is also abundant, as exemplified by Nvidia's partnership with Wall Street financial institutions to raise $500 billion for AI infrastructure.