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Building AI-capable data centers is a capital allocation problem before it is anything else.
Power contracts, land, cooling systems, and compute hardware all require committed spending that arrives years before the facilities generate revenue.
Morgan Stanley has positioned itself as the chief architect of the financing structures funding that construction cycle, with reporting describing the Wall Street bank as the central deal-maker behind the current data center build-out.
The bottleneck that debt is solving The constraint here is timing. Data center operators need capital when they break ground, but the AI workloads that would repay that capital come online later.
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