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Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley

Summary by Channel News Asia
Oct 5 : Nvidia and Broadcom are relatively insulated from a worsening US data-center power crunch, but any resultant delay in AI deployments can affect makers of memory, optical and other secondary chip components, Morgan Stanley said on Monday.• The brokerage estimated last month that US data-center develo

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Nvidia, Broadcom shielded as AI power crunch hits chip supply ...

·London, United Kingdom
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DiarioBitcoinDiarioBitcoin

Morgan Stanley Warns About the Energy Cost of AI Expansion

Morgan Stanley believes that Nvidia and Broadcom have room to overcome electrical problems that slow down data centers in the U.S., but warns that delays could shift the blow to memory, optics, and other components.

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TerraTerra

Nvidia and Broadcom Isolate Themselves From Energy Crisis Impact in U.S. Data Centers, Says Morgan Stanley

Nvidia and Broadcom are relatively protected against the worsening of the energy crisis in ...

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Terra broke the news on Monday, October 5, 2026.
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