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

T1Covered by 1 source · first reported by Economic Times — Tech / Technology / Startups / ETTelecom at 05 Oct, 19:00 UTC

The brokerage estimated last month that US data-center developers face a 34% net power shortfall through 2028, equivalent to 32 GW, after accounting for measures such as behind-the-meter generation and fuel cells