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Morgan Stanley says Nvidia and Broadcom are shielded from AI power crunch

3 sources · first seen 19:45 5 Oct · updated 00:30 6 Oct

The brief

Written from 3 reports · check the source before you trade
  • Morgan Stanley expects AI power shortages to affect parts of the chip ecosystem unevenly
  • Memory, optical, power-management and analog suppliers face exposure

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Nvidia9 todayBroadcom1 todayAI chips6 todaySemiconductors15 todayPower demand6 todayAI108 todayPower sector21 today

Read the reports

3 reports · earliest 19:45
ReutersNvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley19:45NDTV ProfitNvidia, Broadcom Shielded From US Power Crunch; Memory Makers Exposed: Morgan Stanley21:00Economic TimesNvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley00:30