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Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley
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4 Articles
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Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley
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
·Singapore, Singapore
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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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