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US data centers face a 32-gigawatt power shortfall by 2028, pushing Elon Musk to plan AI operations in space.

Market News
17 Oct 2026
James Altucher
View Source
Neutral
US data centers face a 32-gigawatt power shortfall by 2028, pushing Elon Musk to plan AI operations in space.

Morgan Stanley reports a 32-gigawatt electricity deficit for US data centers through 2028, a 34% shortfall even after alternative power sources. This power gap threatens AI growth as data centers need constant energy to operate. Tech analyst James Altucher highlights Elon Musk's unique approach to this problem by planning AI data centers in orbit, using solar power to avoid ground-based power limitations. Musk's SpaceX has filed plans with the FCC, signaling a serious move to run AI off-grid in space, potentially solving the power bottleneck that traditional data centers face.

AI's power challenge is highlighted by a 32-gigawatt electricity deficit projected for US data centers through 2028. For readers following the Technology sector, here is Pluang's market snapshot as of Oct 17, 2026 20:02 WIB: out of 150 priced US tech stocks, 11 rose and 139 fell. Notable movers include MSTR at USD 136.83 (-9.56%), IONQ at USD 31.28 (-8.94%), and GPRO at USD 1.05 (-8.70%).

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