Morgan Stanley Sees ‘Transaction Liftoff’ for AI: ESG Investing

Morgan Stanley analysts are expecting numerous large data-center power deals for artificial intelligence to be unveiled in the US in the coming weeks and months.

“While 2024 was a transformative year with respect to the rapid growth of AI infrastructure, we believe it was just a prelude to a much more active 2025,” the analysts wrote in a research note published Tuesday. “Prepare for transaction liftoff.”

Almost 20 companies stand to benefit from the firm’s bullish view of spending and power demand for AI infrastructure. Vista Corp., Talen Energy Corp., Bloom Energy Corp., Energy Transfer LP and ...