Opinion: Asia's AI boom runs into a power wall
Data centers drive $5tn energy investment supercycle across region
Mayank Maheshwari is ASEAN/India energy, materials and utilities analyst at Morgan Stanley.
We are at a critical inflection point where energy, artificial intelligence and security are converging into a major investment cycle. This is likely to be the largest and longest energy investment cycle in history, with implications across every asset class, sector and geographic area.