Nvidia and Broadcom Shielded from Power Crunch
Morgan Stanley reports Nvidia and Broadcom remain insulated from a growing US data center power deficit. However, secondary chip components face risks if AI deployments face delivery delays.
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NVIDIA CORP and BROADCOM INC are insulated from a worsening United States data-center power crunch, MORGAN STANLEY said Monday morning. The brokerage estimates developers face a 34% net power shortfall through 2028. Any deployment delays could hit secondary chip component makers.
