The AI Power Crisis: Inside the Gigawatt Compute Arms Race
Morgan Stanley Warns of a 9–18 GW Power Shortfall as Labs Lock In Gigawatt-Scale Compute. A Kimberley Mega–Data Centre, Anthropic’s Multi‑Gigawatt TPU Deal, and What SEO/GEO/AEO Mean in a World Where Electricity, Not Clicks, Is the Bottleneck. Published: April 20, 2026 | By the Kersai Research Team | Reading Time: ~22 minutesLast Updated: April 20,…