---
title: "About 5GW of capacity could be delayed from 2028 to 2029. — 모건스탠리 — DecisionGateway"
description: "prediction by 모건스탠리, recorded recently — verbatim quote and source citation."
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prediction

# **About 5GW of capacity could be delayed from 2028 to 2029.**

A prediction by [**모건스탠리**](https://dgw.tmarket.io/actors/01a1da7e-81b8-7b9a-a2bd-1186d0f9762e). Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *약 5GW 규모의 용량이 2028년에서 2029년으로 연기될 수 있으며*

hanachinaPublished 2026-11-10 [ Read source](https://t.me/hanachina/71895)

[**모건스탠리 dossier **](https://dgw.tmarket.io/actors/01a1da7e-81b8-7b9a-a2bd-1186d0f9762e)

## **Discussion**

## **Related claims**

[**Up to 40% of chips deployed between 2026 and 2028 could face the risk of not receiving power on time.**모건스탠리 · prediction](https://dgw.tmarket.io/claims/01a1da98-7049-7f08-bd3b-1bae85ad04e7) [**Wind capacity is projected to grow about 50% year-on-year in 2026, and solar about 33%, with a further record expected in 2027.**S&P Global Energy · prediction](https://dgw.tmarket.io/claims/01a1cce4-f9bc-7489-9a69-82511ce0f7d4) [**모건스탠리는 인프라 투자가 무산되기보다 착공이 지연되는 정도이며, 2028년 예정 프로젝트의 20%가 2029년으로 이연될 것으로 예상한다.**모건스탠리 · prediction](https://dgw.tmarket.io/claims/01a1d7bc-17b6-7e85-866b-8c926b7d9cd0) [**The real risk is likely to be concentrated in cost increases and schedule delays rather than construction halts, and the consensus for Big Tech's 2027 CapEx growth rate remains at +28%.**FICC리서치부 전략/시황: 이경민 · prediction](https://dgw.tmarket.io/claims/01a1d714-862f-7592-9409-6ed5d7beb63c) [**Already in 2026–2028, according to conservative estimates, forced curtailment of renewable generation of 2.1–3.5 billion kWh per year is projected in Uzbekistan.**ЕАБР · prediction](https://dgw.tmarket.io/claims/01a1d780-81a3-77b6-8167-6fabd131ad16) [**The first 10 megawatts of computing capacity are planned to be powered on in December.**Hyperscale Data · prediction](https://dgw.tmarket.io/claims/01a1d5cc-d822-7e4d-9f54-f995921610a9)

## **More claims by 모건스탠리**

[**The AI capital expenditure cycle is likely to lengthen overall.**prediction](https://dgw.tmarket.io/claims/01a1da98-7069-77b6-a78a-9fe07c0b30d5) [**With three pressures overlapping—power shortages, political resistance and rising costs—capital is rapidly moving to overseas markets such as Southeast Asia and India.**allegation](https://dgw.tmarket.io/claims/01a1da98-7061-75bd-9a32-1fd7f6d53700) [**Up to 40% of chips deployed between 2026 and 2028 could face the risk of not receiving power on time.**prediction](https://dgw.tmarket.io/claims/01a1da98-7049-7f08-bd3b-1bae85ad04e7) [**Morgan Stanley analyzed that the US midterm elections are substantially disrupting the pace of AI data center construction.**allegation](https://dgw.tmarket.io/claims/01a1da98-702b-7f9c-b107-630e772b2f10)

[All claims by 모건스탠리](https://dgw.tmarket.io/claims?claimant_id=01a1da7e-81b8-7b9a-a2bd-1186d0f9762e)

[All claims](https://dgw.tmarket.io/claims)

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```

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