Morgan Stanley Sees a 33-GW AI Power Shortfall. These 2 Stocks Could Help Fill It

Morgan Stanley has put a number on one of the AI boom's most awkward constraints: the United States could face a roughly 33-gigawatt power shortfall through 2028 even after accounting for onsite generation and other accelerated power solutions. The bank's September analysis points toward behind-the-meter generation and equipment suppliers as part of the bridge. Two public companies sit on different sides of that solution: Bloom Energy Corporation (NYSE:BE) can place fuel-cell generation close to the load, while GE Vernova Inc. (NYSE:GEV) sells the turbines and grid equipment needed to add large blocks of reliable power. We recently examined why two AI-power stocks jumped even as the S&P 500 fell, and asked whether Fluence's $6.