Morgan Stanley: Nvidia, Broadcom Less Affected by US Data Center Power Issue
Morgan Stanley notes that NVIDIA and Broadcom are relatively resilient to the electricity crisis affecting data centers in the United States, although energy shortages could delay the deployment of AI systems and disrupt component supply chains. U.S. data centers are expected to face a power supply shortfall of up to 34% by 2028, as investments in AI conflict with energy supply constraints. While forecasts for 2027 suggest that these two companies will not be significantly impacted, any delays in deploying computing chips could cause disruptions in demand and delivery processes, particularly for memory components and power management devices.
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