Asia's artificial intelligence boom is hitting a power supply constraint, according to a Nikkei opinion piece by Mayank Maheshwari, an ASEAN/India energy analyst at Morgan Stanley. The article highlights that data centers are driving a $5tn energy investment supercycle across the region. The piece, published August 2, 2026, includes an image of an engineer inspecting a data center in Urumqi, China, dated Feb. 13, 2025. The analysis focuses on the intersection of AI growth and energy demands across Asia, with the author's perspective tied to Morgan Stanley's research on energy, materials, and utilities.