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<p>Our South Asia Energy Analyst Mayank Maheshwari discusses how the unprecedented demand to power AI is set to transform the power industry for years to come.</p><p>Read more <a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target="_blank">insights</a> from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p><strong>Mayank Maheshwari: </strong>Welcome to Thoughts on the Market. I’m Mayank Maheshwari, Morgan Stanley’s South Asia Energy Analyst. </p><p>Today: how AI and electrification are rewriting the rules of global power. </p><p>It’s Tuesday, December 2nd at 9 pm in Singapore. </p><p>If you’ve noticed your electricity bills are climbing and headlines are buzzing with talk of AI, you’re not alone. The way we use – and need – power is changing fast, and it’s impacting everyone from homeowners to major tech companies. </p><p>Global power consumption is surging at the fastest ...