Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley
· Source: economictimes.indiatimes.com
In short
Morgan Stanley says Nvidia and Broadcom are relatively insulated from the worsening US data-center power crunch, though delays in AI deployments could hit makers of memory, optical and other secondary chip components. The brokerage estimates US data-center developers face a 34% net power shortfall through 2028, equal to 32 GW, and warns that memory, optics, power-management and analog components are most exposed to inventory disruption if chip capacity cannot be deployed.
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In the issue of week 41, 2026: AI Moves Supply Chains From Planning Toward Execution, But Data and Capacity Set the Pace
Tags: supply-chain, semiconductors, data-centers, power, nvidia