{"id":1024921,"date":"2026-07-30T10:14:11","date_gmt":"2026-07-30T04:44:11","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1024921"},"modified":"2026-07-30T10:57:04","modified_gmt":"2026-07-30T05:27:04","slug":"ai-compute-demand-set-to-exceed-supply-us-china-policy-moves-may-bifurcate-global-market-report","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/07\/30\/ai-compute-demand-set-to-exceed-supply-us-china-policy-moves-may-bifurcate-global-market-report\/","title":{"rendered":"AI compute demand set to exceed supply; US-China policy moves may bifurcate global market: Report"},"content":{"rendered":"<p>New Delhi [India], July 29 (ANI): Demand for computing capacity is expected to significantly outstrip supply for years to come, while the increasing likelihood of AI policy interventions in both the US and China could further deepen the bifurcation of the global AI market, according to a Morgan Stanley report. <\/p>\n<p>Noting the sharp decline in AI infrastructure stocks in recent weeks, Morgan Stanley believes much of the weakness is due to market and technical factors rather than a deterioration in fundamentals.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>New Delhi [India], July 29 (ANI): Demand for computing capacity is expected to significantly outstrip supply for years to come, while the increasing likelihood of AI policy interventions in both the US and China could further deepen the bifurcation of the global AI market, according to a Morgan Stanley report. Noting the sharp decline in AI infrastructure stocks in recent weeks, Morgan Stanley believes much of the weakness is due to market and technical factors rather than a deterioration in fundamentals.<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[91,4,24],"tags":[],"class_list":["post-1024921","post","type-post","status-publish","format-standard","hentry","category-it-2-the-tribune","category-newspapers","category-the-tribune"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1024921","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1024921"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1024921\/revisions"}],"predecessor-version":[{"id":1024961,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1024921\/revisions\/1024961"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1024921"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1024921"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1024921"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}