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

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

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

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Published: October 5, 2026 20:07:05 IST

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Oct 5 (Reuters) – 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

(The article has been published through a syndicated feed. Except for the headline, the content has been published verbatim. Liability lies with original publisher.)

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