Significant growth and revenue capture opportunity for companies serving Generative AI energy needs, including Iberdrola

iberdrola megachuli

Morgan Stanley| Stephen Byrd has identified an important mismatch between the rapid growth of Generative AI energy needs and the more moderate growth of grid infrastructure. In this regard, he highlights that there is a significant growth and revenue capture opportunity for companies that can meet these energy needs. Specifically, it has identified 13 stocks with an Overweight (OW) recommendation that would benefit from this dynamic, including Iberdrola (IBE).

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The Corner
The Corner has a team of on-the-ground reporters in capital cities ranging from New York to Beijing. Their stories are edited by the teams at the Spanish magazine Consejeros (for members of companies’ boards of directors) and at the stock market news site Consenso Del Mercado (market consensus). They have worked in economics and communication for over 25 years.