Morgan Stanley sees Nvidia and Broadcom as less exposed to power shortages

US data center developers face an estimated 34% net power shortfall through 2028, equivalent to 32 GW, according to The Economic Times, citing Morgan Stanley. That estimate accounts for on-site generation and fuel cells. Memory, optical and power-management chip suppliers face greater risks of order disruptions, according to Quartz.

Covered by 2 publishers within 17 hours of the first report.

• Quartz: Morgan Stanley says Nvidia and Broadcom are shielded from data-center power crunch

Reporting2

ET The Economic Times Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley 3:00 PM

QZ Quartz Morgan Stanley says Nvidia and Broadcom are shielded from data-center power crunch · Cris Tolomia 8:10 AM

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Topics NvidiaData centers